GK Private Wealth Partners offers continuous investment management and personalized financial planning services. The firm builds portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may utilize third-party managers when appropriate. Financial planning covers cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, retirement planning, risk management, and tax planning strategies. Services are tailored to each client's specific goals, risk tolerance, and tax considerations.
Assets Under Management$17M
Clients44
Advisors1
Avg. per Client$390K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and will not exceed 1.50% annually.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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