Gioben Capital LLC provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. They create a plan to help select a portfolio that fits your specific needs. Gioben Capital generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, and commodities, primarily recommending equities. Clients can place restrictions on investments, but Gioben Capital may end the relationship if the restrictions prevent them from properly servicing the account.
Assets Under Management$5.9M
Clients33
Advisors1
Avg. per Client$180K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees are negotiable. Qualified clients may pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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