Gaur Asset Management offers personalized investment advice and portfolio management. They work with clients to understand their financial situation, goals, and risk tolerance to create a suitable asset allocation strategy. Gaur Asset Management primarily uses mutual funds and exchange-traded funds (ETFs) in its portfolios and monitors performance continuously, rebalancing as needed. They do not offer tax or legal advice, recommending clients seek their own experts for those aspects of financial planning.
Assets Under Management$45M
Clients33
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees may be negotiable based on assets under management, complexity of goals, and level of service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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