GEM Asset Management offers continuous investment management and financial planning services. They work with clients to identify financial needs and objectives, construct portfolios, and rebalance asset allocations. GEM Asset also provides financial planning as a stand-alone service, covering areas like income planning, education funding, insurance, retirement, tax, estate management, and cash flow planning. They also offer advice for held-away accounts. GEM Asset acts as a fiduciary, placing client interests first.
Assets Under Management$530M
Clients491
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$130M
www.facebook.com/gem-asset-management-llc-13172... ·www.gemasset.net ·www.linkedin.com/company/gem-asset-management
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...