Gross & Hartman Investments, operating as G&H Investments, offers investment management and consulting services. Investment management includes managing stocks, bonds, and mutual funds with trading authority over the account. Consulting services are billed hourly and include retirement planning and asset allocation development. G&H tailors advice to client needs, allowing for customized services and portfolio restrictions.
Assets Under Management$500M
Clients114
Advisors3
Avg. per Client$4.4M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $1.0M | 0.60% |
| $1M+ | 0.50% |
These rates apply to equity portfolios. Fixed income portfolios are charged 0.25% annually. Mutual and private fund portfolios, and options strategies are charged 0.50% annually. Fees are negotiable for all types of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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