Gessner Wealth Strategies provides financial planning, consulting, and investment management services to individuals and businesses. Financial planning covers areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Consulting services offer focused advice on specific financial concerns. Investment management involves creating and managing investment portfolios based on client goals and risk tolerance, potentially using third-party sub-advisors. Gessner also provides educational seminars.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
Fees are negotiable in some cases. Separately Managed Account or Direct Indexing Account Manager services are an additional optional service available. If selected and applicable, an additional Annual Fee ranging between 0.10% - 0.29% of assets under management (“AUM”), is billed quarterly as a separate line item on Client statement.