GFI Investment Counsel offers investment management services, focusing on capital growth and preservation for high-net-worth individuals, families, and foundations. GFI develops customized asset allocation strategies based on client risk tolerance and time horizon, typically investing in 18 to 30 core holdings, including equities and fixed income. GFI also offers financial planning services to asset management clients at no additional cost, helping them create plans that encompass their financial goals and desires.
Assets Under Management$1.6B
Clients1,016
AdvisorsN/A
Avg. per Client$1.6M
Avg. per AdvisorN/A
www.gfiic.com ·www.linkedin.com/company/gfi-investment-counsel... ·x.com/gfi_ic?prefetchtimestamp=1724956186616
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.35% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.60% |
The annual management fee rate may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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