Gulf Coast Financial Advisors (GCFA) offers investment management, sub-advisory selection, and financial planning services tailored to each client's needs. GCFA works with clients to understand their financial goals, risk tolerance, and other relevant information to develop a personalized investment strategy. GCFA may engage sub-advisers to manage a portion of client accounts. Financial planning services may be provided alongside investment management or independently on an ongoing or per-project basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Full-service fee includes both investment management and financial planning services. GCFA does not generally offer investment management services independent of financial planning services. GCFA reserves the right to exercise discretion in making exceptions to its fee arrangements or negotiating special fee agreements when deemed appropriate.