GK Wealth Management offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. GK creates investment plans and helps clients select portfolios that match their specific situations. GK also provides consulting services on topics like estate planning, real estate, and retirement planning. GK may recommend third-party investment managers and private funds.
Fee Structure
GK Wealth Management charges an annual advisory fee based on the value of your investments, generally ranging from 0.10% to 2.00%. This fee is calculated quarterly in advance. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. For clients with less than $200,000, GK may impose a minimum quarterly fee of $500 for individuals/families and $1,000 for businesses.