GCD Advisors provides investment advice, financial planning, and consulting services. GCD's portfolio management is tailored to each client's financial situation, goals, and risk tolerance. GCD also refers clients to third-party money managers through the AssetMark platform. GCD gathers client information through interviews and questionnaires to create financial plans covering areas like retirement, tax, and estate planning.
Fee Structure
GCD Advisors' affiliates may charge up to 1.95% annually for managing your investments. This fee is based on the amount of assets managed. Keep in mind that any fees charged by third-party platforms or managers are in addition to GCD's fee. The fee is usually deducted directly from your account. Fees may be negotiable under certain conditions.