Joseph Gunnar & Co., LLC recommends third-party money managers to handle your investment portfolio. After learning about your financial situation, Joseph Gunnar will suggest a specific money manager or investment program through Envestnet. Joseph Gunnar monitors the money manager's performance to ensure it aligns with your goals. The money manager will actively manage your portfolio. Joseph Gunnar can also hire or fire money managers and reallocate your assets as needed.
Fee Structure
Joseph Gunnar & Co., LLC does not directly manage your investments. Instead, they recommend third-party money managers who will manage your portfolio. Joseph Gunnar shares in the advisory fee you pay to the third-party money manager. The total advisory fee will not exceed 3% annually. The fee is negotiable.