Gaelin LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$870K
Clients4
Advisors1
Avg. per Client$220K
Avg. per Advisor$870K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $2.0M0.75%
$2M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm