Gem Street Capital Management (GSCM) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. GSCM creates an Investment Policy Statement for each client. GSCM generally invests in mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. GSCM seeks authority to make trades without asking first. GSCM does not participate in wrap fee programs.
Assets Under Management$31M
Clients29
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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