Gulfstream Capital offers investment services to individuals, estates, trusts, and family offices. As a legally required to act in your best interest asset manager, Gulfstream Capital prepares an investment policy statement with each client to govern the allocation for stocks, bonds, ETFs and liquidity. Accounts are managed with authority to make trades without asking first. The firm seeks to work with a small number of clients to promote their financial goals and risk management objectives.
Assets Under Management$30M
Clients10
AdvisorsN/A
Avg. per Client$3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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