Gan Private Wealth Management offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other businesses. The firm provides comprehensive portfolio management, which includes asset management and financial planning or consulting. Gan Private Wealth Management works with clients to understand their financial situation, goals, and risk tolerance, and then creates a suitable investment approach using various securities. Portfolios are monitored and rebalanced as needed.
Assets Under Management$35M
Clients16
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.33% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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