G & F Financial Services, led by Glenn Delman, offers investment advice and financial planning services. They manage investment portfolios and provide advice on financial and estate planning matters. Their services are provided on a fee-for-service basis. They work with individuals and do not have a minimum account size requirement.
Assets Under Management$18M
Clients47
Advisors1
Avg. per Client$380K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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