Gudo Partners offers ongoing portfolio management and advisement services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Gudo Partners generally limits its investment advice to fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and venture capital funds, hedge funds, cryptocurrency, although Gudo Partners primarily recommends combination of both growth and value investment.
Assets Under Management$16M
Clients1
Advisors1
Avg. per Client$16M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...