Gulf Coast Investment Management (GCIM) manages investment portfolios of stocks, bonds, and cash equivalents for individuals, families, trusts, retirement accounts, and corporations. GCIM aims to help clients establish realistic investment goals within traditional portfolio guidelines. They encourage regular meetings to review portfolios and tailor them to meet specific client needs.
Assets Under Management$23M
Clients25
AdvisorsN/A
Avg. per Client$910K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
Fees are negotiable in unique circumstances. There are separate fee schedules for equity/balanced accounts and fixed income accounts. The fixed income schedule is: First $10M: 0.50%, Over $10M: 0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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