Gainplan manages investment portfolios and provides personalized financial planning and business consulting services. Gainplan's asset management approach includes custom portfolios made up of individual stocks, bonds, exchange-traded funds, mutual funds, and options, with regular portfolio reviews and rebalancing. For comprehensive portfolio management, Gainplan combines investment management with financial planning to help clients work toward their long-term goals. Gainplan also offers standalone financial planning for individuals and families, covering topics such as retirement, estate planning, taxes, insurance, and debt analysis. In addition, Gainplan provides business consulting services covering growth, valuation, succession planning, and cash management, as well as retirement plan consulting for employer plan sponsors. Gainplan works with individuals, high-net-worth clients, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Standard schedule is for Comprehensive Portfolio Management. Asset Management charges a maximum fee of 2.00%. Gainplan reserves the right to charge up to 2.00% for clients with substantial planning needs. Fees are negotiable.