Gulfstream Asset Management offers financial planning and investment management services. Financial planning includes cash flow, retirement, insurance, portfolio, and estate analysis. Investment management is tailored to client needs and objectives, with discretionary and non-discretionary options. Gulfstream may use sub-advisers for portfolio management. They do not specialize in specific securities but can advise on various types. The firm monitors portfolios continuously and rebalances as needed.
Assets Under Management$34M
Clients4
AdvisorsN/A
Avg. per Client$8.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The annual management fee is up to 1.80% and is negotiable. The combined fee charged by Gulfstream and any sub-adviser will never exceed 2.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.