Gelinas & Company, CPA, PLLC (G & C) offers model portfolio management services using pre-designed asset allocation portfolios tailored to different investment goals (income, balanced, growth). G & C also provides financial consulting services on specific topics like estate or retirement planning. G & C acts as a solicitor for Morgan Stanley Smith Barney, LLC (MSSB), referring clients to their advisory services. G & C does not manage client accounts directly.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.57% |
Minimum account size and advisory fee may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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