Guelich Capital Management is a registered investment advisor based in Roanoke, Virginia, offering personalized portfolio management and financial planning services. The firm designs customized investment portfolios and helps clients navigate various aspects of their financial lives, including retirement planning, estate planning, and tax strategies. Guelich Capital Management tailors its approach to meet each client's specific goals, risk tolerance, and time horizon. The team includes Certified Financial Planners who work closely with individuals, families, trusts, and estates to build long-term financial strategies.
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% |
The annual fee is assessed on a blended basis on the first $2,000,000. Once the account crosses $2,000,000, a flat fee of 1.00% applies to the total balance. Fees are not negotiable.