Golzar Investment Group (GIG) provides investment management and financial planning services to individuals, trusts, estates, and businesses. For investment management, GIG determines the securities to buy or sell, but requires client approval before executing any trades. Financial planning includes evaluating an investor's current and future financial state, covering topics like financial goals, net worth, cash flow, retirement, risk management, taxes, and estate planning.
Assets Under Management$650K
Clients25
Advisors1
Avg. per Client$26K
Avg. per Advisor$650K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable. Lower fees for comparable services may be available from other sources. Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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