$250k Minimum in Investable Assets
For the independent investor who prefers a solo experience, and is looking for interactive financial planning tools, and/or access to GMAM’s actively managed tactical suite of strategies.
What We Offer:
- Account Connect – See All Your External Accounts in One Place (optional)
- Interactive Guided Goal Based Financial Planning and Retirement Tools
- Diversified Tax Efficient Low-Cost ETF Portfolios, Matched to Your Risk Tolerance, Needs, Goals, and Time Horizon. (Individual security portfolios available for accounts over 1M)
- Tax Aware Investing. Tax efficiency is achieved through the proper distribution of assets across taxable and nontaxable accounts and tax loss harvesting
- 401k Advice
- Company Stock Option Advice and Planning
$1M Minimum in Investable Assets
For the investor looking for professional guidance and a collaborative one on one experience.
Everything in Digital Client plus:
- Exclusive, Direct Access to GMAM’s CEO/CIO
- Fully Customizable Portfolios. Mix of Individual Stocks, Bonds, and ETFs
- Consideration for larger concentrated positions or illiquid holdings.
- Ability to choose Socially Aware Investments at an individual security or cause level, unlike pooled Socially Aware Funds/ETFs
- Family tiered billing and reduced fee structure
- Estate, Tax, Legacy Guidance, and Portfolio Construction
- Charitable Giving and Donor Advised Funds
- Deferred Compensation Strategy
- Estate Attorney & CPA Coordination, Collaboration, and Referrals if needed
Our Fee Structure
We charge one, sensible all-inclusive annual management fee for Private Client accounts over $1M which includes:
|250k to 1M
For Digital Clients Financial Planning and other investment related services are available standalone at an hourly rate of $350/hour or at an agreed upon fixed fee.