Gfg Capital

Fee-Only (% of Portfolio)Fixed/Hourly

GFG Capital offers investment services based on individual client goals. They develop investment portfolios and determine appropriate investment strategies and risk tolerance. GFG Capital invests client assets in various asset classes or manages a portion of assets in ETFs and/or mutual funds while retaining independent investment managers for the remaining portion. GFG Capital also provides non-discretionary investment recommendations and administrative services to clients of a third-party investment advisor.

Assets Under Management$890M
Clients301
Advisors1
Avg. per Client$3M
Avg. per Advisor$890M

Fee Structure

Investment management only (planning not offered)

GFG Capital charges fees for non-discretionary investment management and administrative services as a sub-advisor to clients of a third-party investment advisor. The fees are based on the specific services selected for each client by the third-party investment advisor and are calculated based on the gross market value of client accounts, accruing monthly. All fees are subject to negotiation.

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Location

1 Advisors at this firm

Gfg Capital | TrueAdvisor