Nine Gems Investment Management provides investment advisory and financial planning services. Nine Gems manages portfolios on a discretionary basis, using a tactical allocation strategy. Financial planning services may include retirement planning, tax optimization, cash flow analysis, and estate planning. Nine Gems also offers qualified retirement plan consulting services to plan sponsors.
Assets Under Management$360K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$360K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...