Gaelin LLC offers portfolio management services to individuals and entities that qualify as Accredited Investors, Qualified Clients and Qualified Purchasers. Gaelin helps clients reach their financial goals by recommending products and strategies based on the client’s financial situation, investment goals, and risk tolerance. Gaelin provides access to various investment options and strategies across public markets and private markets, whereby the clients have the ability to make individual choices of where and how to invest based on strategies, sector exposure and individual risk profile. The client also has the ability to meet with Gaelin’s representative to receive tailored investment recommendations.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.