GK Private Wealth Partners (GKPWP) offers investment management and financial planning services to individuals, high net-worth individuals, and pension and profit-sharing plans. GKPWP develops investment plans based on clients' goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like cash flow, college savings, estate planning, insurance, retirement, and tax strategies. GKPWP may recommend outside managers, but the combined fee will not exceed 2% of assets under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. If GKPWP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.