Garden State Investment Advisory Services, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Garden State Investment Advisory Services (GSIAS) provides investment advice to individuals, high net worth individuals, trusts, estates, corporations, and other business entities. GSIAS offers portfolio management services, third-party advisor management, financial planning, and consulting. Many of GSIAS's advisors are also licensed to sell insurance products, which may create a conflict of interest. GSIAS works with clients to determine their investment objectives and financial goals.
Assets Under Management$560M
Clients2,122
Advisors31
Avg. per Client$260K
Avg. per Advisor$18M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
31 Advisors at this firm
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