Gasima Financial provides investment advice and manages portfolios for private investment funds and separately managed accounts. For separately managed accounts, Gasima makes investment decisions without needing to consult clients first. Gasima does not participate in wrap fee programs. The firm's investment strategies are detailed in the fund documents and client agreements.
Assets Under Management$8.5M
Clients17
Advisors2
Avg. per Client$500K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable at the discretion of the Firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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