GM Capital Management (GMCM) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. GMCM creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. GMCM may also direct clients to third-party investment advisors. GMCM generally limits its investment advice to mutual funds, equities, private equity funds and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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