G, G, & M Financial Goals provides comprehensive financial planning and investment management services. Financial planning covers areas like financial statements, investment planning, tax planning, education planning, risk management, retirement planning, and estate planning. Investment management is offered on a non-discretionary basis, allocating assets among various securities and funds based on your decisions. The firm primarily serves high net worth individuals and small business entities.
Assets Under Management$15M
Clients10
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...