Gold Star Asset Management (GAM) offers portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. GAM creates an Investment Policy Statement for each client. GAM generally limits its investment advice to mutual funds, fixed income securities, equities or ETFs. Clients may impose restrictions on investments, but GAM reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$1.4M
Clients11
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...