Gorian Investments

Fee-Only (% of Portfolio)

Gorian Investments offers securities investment advice to individuals and businesses. They specialize in stocks, bonds, mutual funds, and managed accounts for personal and retirement purposes. Gorian Investments uses a conservative, long-term buy-and-hold investment strategy, but short-term investing is also available. They customize investment programs based on each client's risk tolerance and goals, recommending blue-chip investments that the client approves.

Assets Under Management$26M
Clients25
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$26M

Fee Structure

Investment management only (planning not offered)

Gorian Investments charges 0.1% per trade on the closing value of the position after one year. If the position is held for less than one year, the fee is pro-rated. This fee may be negotiable. Clients will receive annual invoices showing the fee amount and the value of the assets on which the fee was based.

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Location

1 Advisors at this firm