G2 Capital Management offers investment advice to individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. Services include investment management, wealth management (financial planning with investment management), and family office advisory services. G2 Capital Management creates an investment policy statement to align investments with client goals, using low-cost mutual funds, index funds, and exchange-traded funds. They may also offer private capital market investments to accredited investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $15.0M | 0.65% |
| $15M+ | 0.45% |
These fees apply to Investment Management Services. Wealth Management Services have a different fee schedule: First $5M: 1.00% annually, In excess of $5M and up to $15M: 0.75% annually, In excess of $15M: 0.50% annually. Family Office Advisory fees are up to 1.00% annually and may include an annual flat fee. Certain legacy Clients may have fee schedules that differ from the above. Fees may be negotiable.