Gurniak Financial Advisors manages individual investment portfolios primarily using passive investment strategies, such as index mutual funds and exchange-traded funds, to build diversified portfolios. Gurniak Financial Advisors focuses on long-term investing with low portfolio expenses and tax efficiency. Clients can set reasonable restrictions on their accounts, such as excluding specific companies or sectors. Gurniak Financial Advisors works with individuals, high-net-worth individuals, retirement accounts, trusts, and estates. The firm operates on a non-discretionary basis, meaning clients must approve trades before they are executed.
Assets Under Management$69M
Clients70
Advisors1
Avg. per Client$980K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are negotiable. A minimum annual fee of $1,200 may apply if the portfolio falls below $100,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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