Gladowsky Capital Management (GCMC) helps clients determine their risk tolerance and investment objectives, then selects suitable investment managers or model portfolios to meet those goals. GCMC assists with account opening, securities transfers, and provides custodial services through Pershing LLC. GCMC monitors investment manager performance and consults with clients on an ongoing basis. GCMC interacts with clients on a non-discretionary basis, meaning they recommend allocations but need client consent to implement them.
Fee Structure
Gladowsky Capital Management (GCMC) offers several wrap fee programs where your assets are managed by outside investment managers or through model portfolios. The fees you pay depend on the program you choose and can be negotiated.
For separately managed accounts, fees typically range from 0.75% to 2.80% of your assets each year. For Investment Strategies, AdvisorFlex Portfolios, and Asset Allocation Portfolios, fees typically range from 0.75% to 1.50% annually. For Diversified Strategies, fees typically range from 0.75% to 1.37%, but could increase to 1.53% if a third-party model provider is used.