ggCFO Advisors provides investment advice and financial planning services, including cash flow and debt management, education funding, retirement planning, risk management, and estate and tax planning strategies. ggCFO Advisors also offers ongoing supervision of client portfolios and access to institutional investment managers. Clients receive a brochure outlining the firm's privacy policy and any potential conflicts of interest.
Assets Under Management$100M
Clients13
Advisors1
Avg. per Client$7.7M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee assessed in conjunction with Investment Supervisory and/or Investment Management Services will be 1.00% of the client’s assets we manage, subject to a minimum fee and/or a retainer.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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