GC Asset Management offers investment advice and financial planning to individuals and high net worth clients. GC Asset works with clients to determine their investment goals, risk tolerance, and financial situation to create a suitable portfolio. The firm constructs portfolios using individual equity and fixed income securities and protective options strategies. GC Asset also provides financial planning services covering investment planning, retirement planning, personal savings, and education savings. Clients are not obligated to implement any recommendations made by GC Asset.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $8.0M | 0.80% |
| $8M+ | 0.70% |
Fees may be negotiable at the discretion of the Advisor. GC Asset may also earn a performance fee of 10% of any gains in the client account during the year and 20% total for gains that are 20% or more during the year for qualified clients.