Gilman Harris Travioli Slover Accountancy Corporation
Fee-Only (% of Portfolio)Fixed/Hourly
Gilman Harris Travioli Slover Accountancy Corporation (GHTS) provides ongoing investment advice and manages client funds based on individual needs. GHTS works with clients to establish investment policies and create portfolios. GHTS manages accounts with the goal of capital appreciation, growth, or income, taking into account tax considerations. GHTS also offers non-continuous asset management of client funds, reviewing portfolios monthly and rebalancing annually.
Assets Under Management$38M
Clients78
Advisors2
Avg. per Client$480K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Gilman Harris Travioli Slover Accountancy Corporation's annual fees for investment management range from 1.00% to 1.75% of the value of your portfolio. These fees are billed quarterly, in advance, based on the value of your account at the end of the previous quarter.
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