Gartner Financial Advisors provides financial planning on a standalone basis or as part of its Concierge service, which combines planning and portfolio management. Gartner Financial Advisors works with clients to evaluate their investment needs and goals, then recommends a third-party investment advisor and/or its financial planning services. Gartner Financial Advisors manages individualized portfolios using mutual funds, exchange traded funds, bonds, and stocks.
Assets Under Management$19M
Clients7
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
The Concierge portfolio management/advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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