Assets Under Management
$708.0M
Number of Clients
3,959
Number of Advisors
103
Average Client AUM
$179K
AUM per Advisor
$6.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
GVCM offers discretionary asset management using technical and quantitative analysis. They sponsor the Personalized Managed Account Program with asset-based and transaction-based pricing. IARs match investment strategies to client suitability. GVCM also offers financial planning services.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee applies to accounts $15,000 and above.
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188