GSR Capital Management offers investment management and financial planning to help clients meet their financial goals. GSR Capital Management works with clients to understand their financial situation, goals, and risk tolerance. The firm may invest in exchange traded funds, mutual funds, individual stocks or bonds. GSR Capital Management also provides consulting services to employer-sponsored retirement plans.
Assets Under Management$88M
Clients113
Advisors1
Avg. per Client$780K
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.25% |
| $125K - $500K | 1.00% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Client household accounts will be aggregated to receive a lower tiered schedule fee except for any accounts subject to a negotiated flat fee rate. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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