Gainplan LLC offers asset management, comprehensive portfolio management, business consulting, financial planning, and retirement plan consulting. Gainplan creates tailored investment strategies based on client needs and goals, reviewing portfolios at least quarterly. Business consulting services cover areas like growth, valuation, and financial management. Financial planning includes investment, retirement, estate, and tax planning. Retirement plan consulting assists employers in managing their retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The above represents our standard fee schedule for Comprehensive Portfolio Management service, we reserve the right to charge up to 2.00% for clients with substantial planning needs beyond standard personal financial planning. Fees are negotiable.