Gilman Harris Travioli Slover Accountancy Corporation
Fee-Only (% of Portfolio)Fixed/Hourly
Gilman Harris Travioli Slover Accountancy Corporation is a state-registered investment adviser based in Visalia, California, that has been in business since 1972. The firm provides continuous and non-continuous individual portfolio management services, building personalized investment policies based on each client's specific goals, time horizons, risk tolerance, and tax considerations. In addition to investment management, the firm's principals operate a separate certified public accounting practice, spending the majority of their time on accounting services.
Assets Under Management$38M
Clients78
Advisors2
Avg. per Client$480K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fees generally range from 1.00% to 1.75% of assets under management. Fees are negotiable based on client complexity and portfolio size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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