GA Pincus Funds, LLC offers investment advisory services, managing client assets using exchange traded funds (ETFs) based on a diversification strategy. GA Pincus manages investments on both a discretionary and non-discretionary basis. The firm does not use third-party managers. GA Pincus' investment strategies include Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA).
Assets Under Management$62M
Clients150
Advisors3
Avg. per Client$410K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 1.00% for discretionary assets and 0.50% for non-discretionary assets. Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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