Gorman Financial Management, owned by Stephen T. Gorman, provides financial planning and investment monitoring services to individuals and families. Gorman Financial Management is closed to new clients and only provides ongoing services to existing, longstanding clients. Services include financial planning, investment advice, and ongoing monitoring of investments.
Fee Structure
Gorman Financial Management does not charge fees based on a percentage of your portfolio. Instead, the firm charges a fixed annual fee for ongoing financial planning and investment monitoring. The fee is negotiable, with a minimum annual fee of $6,000. The fee depends on the amount of investment resources being monitored, the time needed to provide services, the complexity of your circumstances, and the frequency of reports and meetings.