Gilmore Financial Services (GFS) offers investment management and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. GFS may provide specific investment advice, help determine suitability, investment objectives, goals, time horizons, and risk tolerances. GFS also offers general consulting services on an hourly basis.
Assets Under Management$25M
Clients40
Advisors1
Avg. per Client$620K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be higher or lower depending on the nature of any pre-existing relationship, the complexity of the accounts, or terms and conditions of any outstanding or pre-existing verbal or written agreement to which GFS is a party.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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