Gesar Capital Management provides investment management services tailored to each client's objectives. They allocate assets among securities, exchange-traded funds, or mutual funds based on the client's risk profile. Gesar Capital also offers general financial advisory services on an hourly basis. They may invest in alternative investments such as private funds, researching and monitoring these investments on behalf of clients.
Assets Under Management$75M
Clients6
Advisors1
Avg. per Client$12M
Avg. per Advisor$75M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable for some clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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