Gump and McHugh Asset Management offers financial planning on an hourly basis and managed account services based on a percentage of assets or an hourly rate. Financial planning includes analysis of your current situation, risk management, retirement planning, and advice on investments, taxes, and estate planning. They also offer advice on budgeting, insurance, and other financial matters. For investment management, they construct portfolios based on your individual goals, risk tolerance, and social/ethical criteria. They do not use model portfolios.
Assets Under Management$65M
Clients54
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable for non-profit organizations and charitable trust accounts. Advisor may waive fees for accounts of family members and employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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