GB Investments (GBI) offers investment management and advisory services to individuals, families, trusts, and businesses through separately managed accounts. GBI makes investment decisions on your behalf, buying and selling stocks, bonds, mutual funds, and exchange-traded funds. GBI tailors its investment approach to each client's goals, risk tolerance, and financial needs, using a value-oriented approach.
Assets Under Management$1.5M
Clients9
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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