Gator Investment Advisors offers investment management services, creating strategies based on individual client goals, time horizons, and risk tolerance. Clients can place restrictions on investments. Gator Investment Advisors does not sponsor wrap fee programs.
Assets Under Management$2.3M
Clients4
Advisors1
Avg. per Client$570K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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