Gleneagles Investment Advisors (GIA) offers investment management services on a non-discretionary basis, meaning clients must approve each trade before it's executed. GIA works with high-net-worth families and family offices, providing advice on single stock portfolios, employee stock options, options trading, and pooled investment vehicles. GIA also monitors the performance of third-party money managers. Investment strategies are tailored to each client's needs, considering their financial situation, investment goals, and risk tolerance.
Assets Under Management$2.7B
Clients52
AdvisorsN/A
Avg. per Client$53M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$26,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Minimum annual fee of $26,000. Fees can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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