G&S Capital offers investment management and financial planning services. For investment management, G&S works with clients to determine their investment goals, risk tolerance, and time horizon, then creates a tailored investment strategy. Financial planning services are typically included with investment management, but can be offered separately on an hourly basis for extraordinary planning needs. G&S may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$390M
Clients402
Advisors5
Avg. per Client$970K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The fee for accounts over $25,000,000 is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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