Assets Under Management
$478.5M
Number of Clients
579
Number of Advisors
8
Average Client AUM
$826K
AUM per Advisor
$59.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gainplan LLC offers asset management, comprehensive portfolio management, business consulting, and financial planning services. Investment strategies are tailored to client needs and goals, with regular portfolio reviews. The firm uses top-down analysis and proprietary models to manage risk and allocate assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI, 48302