GC Wealth Management RIA provides tailored investment management, collaborative financial planning, and family office advisory services to high-net-worth and ultra-high-net-worth individuals, families, and institutions. GC Wealth Management RIA invests across a broad mix of traditional and alternative assets, including public equities, fixed income, private equity, venture capital, and hedge funds, often utilizing independent third-party managers and affiliated private funds. The firm also offers specialized programs like the Founders Membership, which focuses on equity compensation and tax strategy for entrepreneurs and executives. Portfolios are primarily managed with the authority to make trades without asking first, tailored to each client's specific goals, risk tolerance, and liquidity needs.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee will not exceed 1.5% of assets under management. Fees may be tiered, asset-based, or flat, and are negotiable.