GKFO offers wealth management solutions to high-net-worth families, including financial planning, consulting, and family office services. Financial planning covers retirement, estate, tax, and cash management. Family office services include wealth transfer, philanthropy, insurance, and legacy planning. GKFO manages investments using ETFs, mutual funds, individual securities, and independent investment managers, tailoring strategies to each client's risk tolerance and goals.
Assets Under Management$32M
Clients4
Advisors1
Avg. per Client$8M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
The annual fee ranges between 0.00% - 0.65%, depending upon the amount of assets under management and the type of management services to be rendered. GKFO, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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