Greenfield Seitz Capital Management (GSCM) provides ongoing investment portfolio management services tailored to individual client goals, objectives, and risk tolerance. GSCM creates an Investment Policy Statement for each client to outline their financial situation and construct a plan for selecting a suitable portfolio. GSCM primarily advises on exchange-listed securities, over-the-counter securities, foreign issuers, corporate debt, CDs, municipal securities, U.S. government securities, and options contracts.
Assets Under Management$360M
Clients188
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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