Gien Capital Management (GCM) provides investment management and financial planning services. For investment management, GCM works with clients to determine their goals, risk tolerance, and time horizon, then creates a tailored investment strategy. GCM may also hire other investment advisory firms to manage client assets. Financial planning covers topics like retirement, investments, cash flow, and estate planning. Clients are not obligated to implement recommendations through GCM.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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