| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are for equity and balanced accounts. Fixed-income-only management fees are 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% over $10,000,000.
GFP's annual investment advisory fees are based on a percentage of assets under management, generally ranging from 0.3% to 1.0%, but may be higher for complex accounts. For accounts over $1,000,000, fees are 1.00% on the first $5,000,000; 0.80% on the next $5,000,000; and 0.50% over $10,000,000 for equity and balanced accounts. Fixed-income-only management fees are 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% over $10,000,000. A minimum of $1,000,000 of assets under management is generally required, but this may be negotiable. Financial planning fees are generally included in the asset-based annual fee, but additional fees may apply in complex family situations. Personal Trustee Services, Tax Prep & Filing, and Bill Payment fees range from $70 to $350 per hour or are charged as a fixed annual fee.
Potomac, MD
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