Gemini Estate Plan, LLC provides financial planning and investment advice to individuals. Financial planning includes tax, insurance, retirement, and estate planning. Gemini selects and monitors outside money managers to manage client assets on a discretionary basis. Clients cannot impose restrictions on these managers. Gemini also sells insurance products.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Gemini Estate Plan charges a percentage of your portfolio annually, ranging from 0.5% to 2%, depending on the size and complexity of your account. This fee is in addition to the fees charged by the outside money managers Gemini uses, but the total will never exceed 3%. The fee is paid quarterly in advance.
Loading...