Giddens Investment Solutions manages investment portfolios and offers financial planning on a project basis. Their services include investment advice, retirement planning, risk management, college savings, and estate planning. They also offer insurance products, for which they receive commissions. Giddens Investment Solutions collaborates with Gradient Investments, LLC for Separately Managed Accounts.
Assets Under Management$8.3M
Clients22
Advisors1
Avg. per Client$380K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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