Gunderson Capital Management offers investment management services tailored to individual client needs. They manage portfolios investing in stocks, bonds, and mutual funds. Clients grant Gunderson Capital the authority to make investment decisions without specific consent. Financial planning, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning, is offered to asset management clients.
Assets Under Management$400M
Clients696
Advisors2
Avg. per Client$570K
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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