GFG Solutions is a registered investment advisor based in Orlando, Florida, providing personalized investment management, financial planning, and business consulting services. Operating as GFG Solutions, the firm focuses on helping individuals, high net worth families, and business owners navigate various life stages and business cycles, including startup, growth, expansion, and exit planning. GFG Solutions emphasizes customized investment portfolio creation based on individual goals, risk tolerance, and time horizons, utilizing fundamental, technical, and tactical analysis. In addition to standard portfolio management, GFG Solutions provides guidance on retirement planning, insurance strategies, tax-loss harvesting, and alternative investments such as private equity and commercial real estate for qualified clients. Financial planning is included without a separate fee when clients use the firm's investment advisory services. Client accounts are custodied with Charles Schwab & Co., Inc. The firm operates as a wrap fee program, bundling advisory services and transaction costs into a single asset-based fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fixed income only accounts are charged 0.55%. Held away accounts incur an additional 0.25% fee. Fees are negotiable for family, friends, and special circumstances.