Gantt Financial Advisors provides financial planning and investment management services. Financial planning covers areas like net worth, cash flow, investments, taxes, retirement, social security, estate planning, and education funding. Investment management is offered on a discretionary basis, using low-cost mutual funds and ETFs. Gantt Financial Advisors contracts with Wealth Management, LLC for certain investment management services.
Assets Under Management$23M
Clients59
Advisors1
Avg. per Client$390K
Avg. per Advisor$23M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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