GTC Wealth Solutions is a registered investment advisor based in Redondo Beach, California, offering ongoing investment management and retirement income planning for individuals, high-net-worth clients, trusts, and estates. The firm focuses on systematic withdrawal strategies, tax-aware decumulation, and asset allocation using exchange-traded funds, mutual funds, and individual securities. GTC Wealth Solutions operates on a discretionary basis, meaning the firm makes trades on behalf of clients without asking first, and requires clients to hold their assets at Interactive Brokers. The firm does not sell products for commissions or charge performance fees, relying solely on an asset-based fee schedule.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are applied on a blended, graduated basis and are negotiable downward.