GCB Private Wealth offers investment and financial planning services, managing portfolios with a tactical allocation strategy to reduce risk and increase performance. They use various securities and may redistribute investment allocations to diversify portfolios. GCB also offers pension consulting services as a 3(21) fiduciary and participant fiduciary advice to plan participants. Financial planning services range from broad-based to single-subject planning, with written plans designed to help clients achieve their financial goals.
Assets Under Management$40M
Clients44
Advisors2
Avg. per Client$900K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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