Gilliland Investment Management provides ongoing investment advice and portfolio management. They allocate assets among stocks, bonds, cash, mutual funds, exchange traded funds, closed-end funds, and real estate investment trusts. The firm selects specific securities to diversify and meet client investment goals. They work with individuals, high net worth individuals, corporations, non-profit organizations, and retirement plans.
Assets Under Management$41M
Clients97
Advisors1
Avg. per Client$420K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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