GT Investment Management (GTIM) offers investment advice and recommendations to help clients meet their financial goals. GTIM provides financial planning services covering areas like retirement, education, and estate planning. GTIM also offers tailored portfolio management, where investment advisor representatives work with clients to create a portfolio based on their goals, risk tolerance, and financial situation. Portfolios may be managed by GTIM representatives or third-party money managers.
Assets Under Management$5.5M
Clients35
Advisors4
Avg. per Client$160K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Total fees collected by GTIM and third-party managers will not exceed 2% of assets annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...