GEG Advisors offers both discretionary and non-discretionary investment advisory services. GEG works with clients to define investment objectives and implement individualized strategies. GEG advises on various instruments, including fixed income, equities, ETFs, private equity, real estate, and hedge funds.
GEG Advisors charges an advisory fee based on the value of your portfolio, typically ranging from 0.25% to 1.50% annually. The specific fee is established in your investment advisory agreement. Fees are billed quarterly in advance. The advisory fees may be negotiable based on the types of assets, complexity, size of the portfolio, and services provided.