GSI Financials offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. GSI Financials provides tailored investment advisory solutions through personal client contact, discretionary investment management, and comprehensive financial planning. The firm constructs portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, and insurance products.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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