GAO Investments provides portfolio management services, either with or without the authority to make trades without asking first. They tailor their investment advice to your financial situation and risk tolerance. They primarily recommend stocks, mutual funds, ETFs, stock options, and bonds, but may occasionally suggest private placements. They do not offer bundled fee programs, so you'll pay separate transaction charges to your broker. GAO Investments monitors accounts daily.
Fee Structure
GAO Investments charges incentive fees, which are a percentage of the net profits in your account each year. The incentive fee is typically 20% of the net profits above the account's previous high-water mark. A minimum of $50,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.