GC Wealth offers investment and advisory services to individuals and institutions, focusing on high-net-worth clients. They manage portfolios of liquid and illiquid investments, typically with full discretion. GC Wealth also offers financial planning services, including retirement, education, estate, and tax planning. They may recommend unaffiliated Independent Managers for separately managed accounts.
Fee Structure
GC Wealth's fees are based on a percentage of the assets they manage, charged annually and billed quarterly. The annual fee is less than 1.5% of the assets under management. The firm may adjust or waive the minimum annual advisory fee and impose an initial set-up fee. Clients may also invest in private equity, venture capital, credit, hedge, or real estate funds or other pooled investment vehicles, which involves payment of two or more levels of investment management fees.