Gaines Capital Management provides financial advice to individuals, high-net-worth individuals, and small businesses. Services include creating financial plans covering retirement, education, taxes, and estate planning. They also manage investment portfolios using stocks, ETFs, and mutual funds. Hourly consulting is available for specific financial questions. Financial planning may be offered at a reduced fee or no additional cost to portfolio management clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.70% |
| $7M+ | 0.50% |
Fees may be negotiable based on complexity, relationship size, and number of accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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