Gladstone Financial offers asset management services with ongoing supervision of client accounts. They also provide financial advisory services, including consultations on investments, retirement, education, portfolio review, and asset allocation. Gladstone Financial does not provide written financial plans, but offers consultations covering areas of concern related to investments or financial objectives.
Assets Under Management$11M
Clients26
Advisors1
Avg. per Client$430K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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