Guelich Capital Management offers financial planning, estate planning, and portfolio management services. Financial planning involves analyzing a client's financial situation and creating a written plan to achieve their goals. Portfolio management services are offered on both a discretionary and non-discretionary basis. The firm also offers wealth management services that include portfolio management, financial advice, and planning for a fixed annual fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Arrangements with existing clients may be subject to a different fee schedule. The annual fee is assessed on a blended basis on the first $2,000,000. Once you cross the $2,000,000 threshold, our fee is no longer assessed on a blended basis, but is instead assessed a linear or fixed fee basis of 1.00%.