CG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$32.0M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
GKFO charges an annual investment management fee ranging from 0.00% to 0.65% based on assets under management and the type of services rendered. This fee is prorated and charged quarterly in advance. Clients may incur additional fees from third-party unified managed account platforms, ranging from 0.10% to 0.20% annually, with minimum quarterly fees from $12.50 to $62.50. Fees may be negotiable.
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningInvestment ManagementHigh Net Worth
Loading...
Advisor Information
Office location
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Gkfo, LLC
January 2024 - Present · 2 yrs
Forefront Analytics, LLC
August 2010 - Present · 15 yrs 5 mos
Previous Registrations
Gkfo, LLC
June 2010 - December 2023 · 13 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.