Ganim Private Wealth provides portfolio management tailored to individual client goals and risk tolerance. They also offer pension consulting services to employee benefit plans. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. Ganim Private Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.