Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GPIM generally charges a monthly or quarterly management fee for SMAs, based on AUM or NAV. The standard management fee for institutional investment advisory services provided to GPIM’s SMA portfolios generally ranges up to 1.00 percent annually of AUM or NAV. Fees are negotiated with each client based on the type of service, account size, and relationship. In certain limited cases, GPIM is paid a fixed or flat management fee.
Areas of Practice
Advisor Information
Office location
330 Madison Avenue, 10th Floor, New York, NY, 10017
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
Qi is an active partner/owner of Wilshire Fifth LLC, a small private holding company of private investments, since 2018. Qi devotes minimal time to this activity, and none during securities trading hours.