Gradow Capital Management (GCM) offers a range of investment advisory services tailored to each client's objectives. GCM develops a Personal Investment Plan (PIP) that includes analyzing investment goals, evaluating risk tolerance, outlining asset allocation strategies, and integrating portfolio strategies. GCM monitors and rebalances portfolios as needed and provides periodic reviews. GCM is a fee-only firm, meaning it is compensated only by clients.
Assets Under Management$29M
Clients11
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.25% |
| $350K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts over $10,000,000. There is also a separate fee schedule for fixed income only accounts: $350,000 to $2 million: 0.55%; $2,000,001 to $7 million: 0.45%; $7,000,001 to $10 million: 0.40%; $10,000,001 and above: Negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...