GCI Financial Group provides investment advice and financial planning services. GCI creates tailored investment portfolios using individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds, and other securities. Financial planning covers investment, retirement, estate, charitable, education, real estate, debt, insurance, and tax planning. GCI may refer clients to accountants or attorneys for non-advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. GCI may also charge a fixed fee in lieu of a fee calculated as a percentage of assets under management for investment advisory services. In addition, GCI also has the ability to utilize a blended billing methodology which incorporates both a fixed fee and a fee determined as a percentage of assets under management for investment advisory services. In no circumstances will the total fee exceed 3% of the client’s assets under management.