Ginsler Wealth Management offers investment advice tailored to clients' needs, including discretionary and non-discretionary portfolio management. They also provide financial planning services as a standalone service or combined with portfolio management. Family Office and Wealth Planning Services are also available. They advise on equities, fixed income, ETFs, and mutual funds, and may advise on private investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients may pay the annual portfolio management fee or a performance fee, whichever is greater. The performance fee is 10% of the dollar growth in value of the client's account(s), net of all other fees and expenses. For private investment opportunities, the firm charges the Performance Fee based on the dollar growth in value of such investment, and does not collect the annual Portfolio Management Fee.