Gassman Financial provides wealth management services to individuals, high net worth individuals, trusts, and estates. Gassman Financial offers customized wealth management services including investment management and related financial planning. Gassman Financial typically employs a long-term investment focus while providing discretionary management and financial planning services. Gassman Financial works closely with each Client to identify their personal and investment goals as well their financial situation, time horizon and tolerance for investment risk.
Assets Under Management$110M
Clients307
Advisors1
Avg. per Client$370K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on complexity of services, level of assets, complexity of financial planning, and overall relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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