GB Associates provides investment advice to individuals, high net worth individuals, and trusts. GB Associates creates customized investment strategies based on your goals, risk tolerance, and financial situation. They primarily use low-cost, diversified mutual funds and exchange-traded funds (ETFs) to build portfolios. GB Associates acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$25M
Clients23
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K+ | 1.00% |
Fees may be negotiable at the sole discretion of GB Associates.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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