Gurniak Financial Advisors manages investment portfolios for individuals, high net-worth individuals, IRAs, SEP Plans, trusts, and estates. Gurniak Financial Advisors uses passive investment management, building portfolios with various asset classes weighted to achieve a desired relationship between correlation, risk, and return. The firm primarily uses index mutual funds or exchange traded funds.
Assets Under Management$69M
Clients70
Advisors1
Avg. per Client$980K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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