Gunn Financial Advisors (GFA) provides investment management services on a discretionary or non-discretionary basis. GFA also offers financial planning services covering various topics such as financial goals, retirement strategy, and estate preservation. GFA also provides services to qualified retirement plans including 401(k) plans, acting as a limited scope advisor.
Assets Under Management$3.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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