General Partner, Inc. offers ongoing asset management and financial consultation services to individual families, private entities like foundations, family trusts, and charities. The firm manages accounts based on your financial situation, investment objectives, and risk tolerance. General Partner, Inc. provides advice on mutual funds, ETFs, exchange-listed securities, fixed income securities, and private investments. Consulting services are provided on an as-needed basis.
Fee Structure
General Partner, Inc.'s fees for comprehensive investment advisory services range from $10,000 to $25,000 per month, or between 0.10% and 0.50% of the value of your portfolio. Fees are billed at the end of each month. The fees are negotiable based on factors such as the type of client, complexity, and the amount of assets managed.