Gant Investment Advisors (GIA) is a boutique investment firm that believes in a long-term buy and hold investment policy. GIA monitors client portfolios and provides quarterly reports. Investment recommendations are based on client's financial situation, goals, and risk tolerance. GIA may recommend mutual funds, stocks, or bonds. Fees are negotiable based on the size of the account and the type of assets managed.
Assets Under Management$1.8M
Clients40
Advisors1
Avg. per Client$45K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable and range from 0.25% to 1.10% annually, depending on the complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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