Gulfstream CM, LLC offers investment advisory services, primarily focusing on municipal bonds with investment-grade credit ratings. Gulfstream manages investments for pooled investment vehicles intended for sophisticated investors, as well as high-net-worth individuals, trusts, corporations, and other business entities. Gulfstream tailors advisory services to individual client needs and allows clients to impose restrictions on investing in certain securities.
Fee Structure
Gulfstream CM charges a quarterly investment management fee based on the value of your portfolio. The annual fee ranges from 0.30% to 0.40%. The specific fee is negotiated based on factors like the amount of assets managed, the complexity of the engagement, and the scope of services. Gulfstream may negotiate fees or waive minimum account sizes. Fees are calculated at the end of each month and paid at the end of each quarter.