Gem State Investment Advisors (GSIA) offers investment advice, financial planning, and coordination with other professionals like attorneys and accountants. GSIA creates a tailored Investment Policy Statement for each client, considering their risk tolerance, goals, and asset base. GSIA manages investments on both a discretionary and non-discretionary basis, primarily using asset allocation strategies.
Assets Under Management$100M
Clients113
Advisors2
Avg. per Client$900K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable based on various client factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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