Gap Financial Services manages investment portfolios and provides financial planning on topics like retirement, risk management, college savings, and estate planning. They offer comprehensive financial planning with ongoing access to a planner for a monthly or quarterly retainer. Gap Financial also provides retirement plan consulting for businesses. Client-specific plans are tailored to individual situations and risk tolerance.
Assets Under Management$100M
Clients87
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Fees are negotiable. A separate fixed fee could be negotiated instead of the tiered fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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