Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
For asset management, you'll pay a quarterly fee based on a percentage of your account's value. There's also a one-time setup fee of $50 and a termination fee of $100 if you close your account within a year. These fees are negotiable. For financial planning, fees are either fixed (up to $10,000) or hourly ($50-$300/hour), depending on complexity and the advisor you choose. Seminar fees range from free to $150. GCS also receives compensation from Pershing for client assets held in certain money market funds.
Areas of Practice
Advisor Information
Office location
141 Duesenberg Drive, Suite 4, Westlake Village, CA, 91362-3416
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a Certified Public Accountant (CPA) and owns 85% of his practice. The filing does not specify the time commitment for this activity.