Gervais Capital Management (GCMLLC) provides ongoing portfolio management based on individual client goals and risk tolerance. GCMLLC also offers consulting services to pension and employee benefit plans, as well as financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. GCMLLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements.
Assets Under Management$130M
Clients42
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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