Gunn & Company Investment Management (GCIM) helps clients define their financial goals and provides advice on investment strategy, asset allocation, tax considerations, and estate planning. GCIM uses a third-party money manager, CPS Investment Advisors, for investment selection and portfolio management. GCIM also offers investment supervisory services through CPS’s 401(k) Daily Valuation program to companies. Clients complete an Investment Policy Statement to outline their goals and risk tolerance, which CPS uses to manage their portfolio.
Assets Under Management$210M
Clients183
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$71M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable for accounts in excess of $5 million at CPS’ discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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