Gulati Asset Management (GAM) is a registered investment advisor offering personalized investment advice. GAM provides both discretionary and non-discretionary portfolio management services, tailoring investment strategies to meet individual client goals and risk tolerance. GAM also offers general consulting services, including retirement, tax, and investment planning. GAM primarily uses equity securities, exchange traded funds, mutual funds, and various debt securities in its portfolio management programs.
Assets Under Management$19M
Clients40
Advisors1
Avg. per Client$480K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for assets over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...