Ginsberg Financial Strategies offers personalized investment advice and financial planning to individuals, families, and businesses. Services include portfolio management, selection of other advisors, financial planning, and pension consulting. Investment advice is tailored to each client's needs and objectives. The firm may recommend third-party money managers.
Assets Under Management$75M
Clients127
Advisors1
Avg. per Client$590K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable and will not exceed 1.5% of assets managed. Pension consulting services are also offered with fees not exceeding 1.5% of plan assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...