GD Investment Advisers provides investment advice and manages portfolios for individuals, small businesses, and institutional clients. GD Investment invests client assets primarily in long equities and options, aiming for returns that beat the S&P 500 index over 3-5 years, adjusted for risk. Advisory services are not tailored to individual client objectives, and GD Investment generally has the authority to make investment decisions without consulting clients.
Assets Under Management$12M
Clients7
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is generally 1% per annum. Clients who are not "qualified clients" may be charged a higher Management Fee between 1% to 3% per annum in lieu of the Incentive Fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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