GBKS Investment Management offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. GBKS creates an Investment Policy Statement for each client, outlining their financial situation. GBKS primarily recommends individual stock positions, but may also use mutual funds, ETFs, and other securities to diversify portfolios. GBKS requires authority to make trades without asking first.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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