Guzhuna Asset Management manages investment portfolios and provides comprehensive wealth advisory services for high-net-worth individuals, families, trusts, family offices, and businesses. Guzhuna Asset Management tailors investment portfolios to each client's specific objectives, time horizon, risk tolerance, and liquidity needs using a mix of equities, fixed income, exchange-traded funds, mutual funds, private investments, and derivatives. In addition to investment management, Guzhuna Asset Management offers holistic financial planning, including retirement planning, estate coordination, business succession strategies, and family office consulting. The firm operates with discretionary authority to make trades on behalf of clients, while also accommodating reasonable investment restrictions specified in writing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on the size and complexity of the client's relationship. The firm may also enter into performance-based fee arrangements with qualified clients.