Gira & Gira Investment Advisors provides investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. They create investment plans based on client-provided information to help clients achieve their financial goals. Gira & Gira monitors accounts continuously and makes changes in discretionary accounts. For non-discretionary accounts, client authorization is required before trades are placed.
Assets Under Management$120M
Clients185
Advisors1
Avg. per Client$660K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.50% |
Fees are negotiable for accounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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