GFN Capital Management offers investment supervisory services for a fee based on a percentage of assets. They provide both discretionary and non-discretionary account management, offering ongoing investment advice and monitoring. Financial planning services are provided as a basis for portfolio management only. Clients can impose reasonable restrictions on investments. GFN Capital Management also refers clients to third-party managers.
Fee Structure
GFN Capital Management charges a percentage of your account value annually for investment management. The fees are calculated monthly or quarterly, in advance. The fees may be negotiable.
- Equity Accounts:
- $100,000 - $999,999: 1.0% to 2.0%
- $1,000,000 - $4,999,999: 0.8%
- $5,000,000 - $10,000,000: 0.7%
- Over $10,000,000: Negotiable
- Fixed Income Accounts:
- $100,000 - $5,000,000: 0.5%
GFN Capital Management also charges a platform fee for some advisor-managed accounts, billed monthly at an annual fixed rate of 0.04%. No fee is charged for accounts under $10,000.