Gwan Global Services, Corp. (GGSC) provides ongoing portfolio management based on your individual financial situation and goals. GGSC also offers financial planning services covering investments, insurance, taxes, retirement, education, and debt. GGSC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. GGSC will tailor its services to your specific needs and may use model allocations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
For qualified clients, GGSC also offers a performance-based fee of 1.00% of assets under management along with 20.00% of capital appreciation. Fees are generally negotiable.