Gainline Financial Partners provides investment management, financial planning, and consulting services to individuals, families, and institutions. Gainline Financial manages investments on both a discretionary and non-discretionary basis. The firm also offers financial planning services covering areas like retirement, education, and business planning. Gainline Financial may use independent managers to manage client assets.
Fee Structure
Gainline Financial charges an annual fee based on the value of your portfolio. The fee can be a fixed percentage, tiered based on asset levels, or a linear fee schedule. The annual fee ranges up to 1.5%. Fees are charged monthly, based on the value of your portfolio at the end of each month. A minimum annual fee may apply.