Gold Investment Management (GIM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. GIM creates an Investment Policy Statement for each client to guide investment selection. GIM generally invests in ETFs, equities, bonds, fixed income, debt securities, REITs, and government securities. GIM requests authority to make trades without asking clients first.
Assets Under Management$410M
Clients859
Advisors1
Avg. per Client$480K
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Gold Investment Management charges an annual fee based on the value of your portfolio, up to a maximum of 2.00%. This fee is negotiable depending on your needs and the complexity of your situation. Fees are paid monthly after the services are provided. You can cancel your contract with 30 days' written notice.
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