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
Gold River, CA
Get directionsRegulatory History (3)
Judgment / Lien
January 2012Judgment / Lien
April 2009Judgment / Lien
February 2009Other Business ActivitiesSells Insurance
Marilyn is an independent salesperson of various insurance products, dedicating minimal time to this activity. She also works as an independent solicitor for trust and estate planning services, and as a property manager for Chaduco, Inc., spending about half her time on the latter.