GBC Investment Group offers investment advisory and financial planning services. GBC manages portfolios based on clients' objectives, using a tactical allocation strategy. They may use various securities, including stocks, bonds, mutual funds, and government securities. Financial planning services may include retirement planning, tax strategies, and estate planning. GBC tailors its services to each client's needs.
Assets Under Management$300M
Clients23
Advisors1
Avg. per Client$13M
Avg. per Advisor$300M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range up to 1.00% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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