Ganim Private Wealth

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$260M
Clients85
Advisors7
Avg. per Client$3.1M
Avg. per Advisor$37M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

7 Advisors at this firm

Ganim Private Wealth | TrueAdvisor