GFM Asset Management primarily manages investment portfolios for clients, focusing on their long-term financial plans. GFM opens managed accounts in the client's name at an independent brokerage firm or custodian platform and is assigned limited power of attorney to trade the account. GFM also provides standalone investment advice, financial planning, and financial education, which may be charged separately.
Assets Under Management$23M
Clients36
Advisors3
Avg. per Client$630K
Avg. per Advisor$7.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
In lieu of or in addition to AUM fees, GFM may negotiate a performance-based fee of up to 50% of the total return earned by the account over an agreed upon high watermark or benchmark schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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