GCR Financial Services offers financial planning and asset supervision to individuals. The firm creates tailored investment strategies based on risk tolerance, time horizon, and cash flow needs. GCR Financial Services uses mutual funds, ETFs, and individual bonds to achieve diversification. The firm also offers tax preparation and advice for a fee. Clients may impose restrictions on investments.
Assets Under Management$43M
Clients38
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M+ | 0.50% |
Once the billable portfolio reaches $1,000,000, bond holdings under supervision may be billed at .1% and not included in the above schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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