Gabriel Capital provides financial planning and portfolio management services, including advice on investments, portfolio construction, cash flow, education funding, and retirement. Gabriel Capital also provides ongoing supervision of client investment accounts. The firm acts as a fiduciary, disclosing any material conflicts of interest. The firm requires a minimum of $400,000 in household assets under management to begin a new client relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.35% |
| $200K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Existing clients may continue to compensate the Firm at the prior flat percentage rate in their contract if it results in a lower rate than the Standard Fee Table. Existing clients may make a one-time, one-way election – irrevocable decision - to switch to the Standard Fee Table at any time it is of benefit to them. This must be done by way of a new signed contract.