Gaskin Wealth Management provides investment advice based on your personal situation, goals, and risk tolerance. Gaskin develops a personal investment policy and manages your investment portfolio accordingly. Gaskin is a fee-only firm and does not sell financial products or receive commissions. You maintain control of your assets, and Gaskin places trades with your permission.
Assets Under Management$89M
Clients255
Advisors1
Avg. per Client$350K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable if there are special portfolio considerations. Fixed income accounts are charged 0.50% on all amounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...