Great Gable Advisors provides investment management and financial planning services to high net worth individuals and companies. However, financial planning is only offered to investment management clients and is not charged separately. Great Gable Advisors manages client assets in balanced portfolios composed of equity and fixed income portions, aiming for long-term capital appreciation.
Assets Under Management$190M
Clients218
Advisors3
Avg. per Client$870K
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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