GSG Advisors offers investment management services, including recommending third-party managers, and financial planning services covering areas like retirement, tax, estate, and insurance. GSG also provides pension consulting services to small businesses, individuals, trusts, estates, and charitable organizations. GSG does not receive compensation for providing investment advice from any source other than the advisory fees of its clients.
Assets Under Management$710M
Clients135
Advisors3
Avg. per Client$5.3M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.5M | 0.70% |
| $5.5M - $8.0M | 0.50% |
| $8.0M - $10.5M | 0.30% |
| $10.5M - $15.5M | 0.25% |
| $15.5M - $20.5M | 0.15% |
| $20.5M+ | 0.10% |
Fees are negotiable and may be charged on a flat annual rate basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...