Gasaway Investment Advisors provides personalized investment management, financial planning, and retirement plan administration services. Founded in 1990 and based in Kalamazoo, Michigan, Gasaway Investment Advisors builds long-term portfolios using a mix of exchange-traded funds, mutual funds, certificates of deposit, and U.S. Treasuries, tailored to each client's goals and risk tolerance. The firm primarily manages accounts on a discretionary basis, meaning they make trades on your behalf without needing prior approval for each individual transaction. Gasaway Investment Advisors also helps clients project retirement savings, calculate life insurance and education needs, and runs a division that provides third-party administration and recordkeeping for small business retirement plans. The team holds various professional designations and emphasizes an independent, unbiased approach to wealth management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The 1.75% rate applies only to accounts with an aggregated balance below $50,000. Fees may be negotiable.