GL Trust Inc. offers investment advice tailored to clients’ needs and goals, including asset allocation strategies using various investment products. GL Trust Inc. also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. GL Trust Inc. may recommend sub-advisers to manage client portfolios.
Assets Under Management$22M
Clients155
Advisors1
Avg. per Client$140K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
GL Trust Inc. has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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