Assets Under Management
$32.0M
Number of Clients
4
Number of Advisors
1
Average Client AUM
$8.0M
AUM per Advisor
$32.0M
Compensation
Fee-Only (AUM)
GKFO offers family office and investment management services to high-net-worth families. Services include financial planning, estate planning, tax strategy, and investment management using ETFs, mutual funds, and individual securities. They may recommend private placements. GKFO uses a "total balance sheet" approach.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.00% |
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. Fees may be negotiable.
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428