Global Investment Capital (GIC) offers portfolio management based on your goals, risk tolerance, and time horizon. GIC creates a plan outlining your financial situation. GIC also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. GIC typically invests in mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$270K
Clients12
Advisors1
Avg. per Client$23K
Avg. per Advisor$270K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.75% |
| $10.0M - $50.0M | 1.50% |
| $50M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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