Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Existing Asset Management clients may be on a different fee schedule. The minimum fee may be waived by GFM in certain cases.
Fee Estimator
GFM charges $300 for an Initial Financial Overview (IFO) and $500 for a Divorce Financial Overview (DFO), which are typically reimbursed if the client utilizes asset management services within 6 months. Asset management fees are based on a percentage of assets under management, with a minimum quarterly fee of $1,250 ($5,000 annually). Stand-alone financial planning fees range from $5,000 to $10,000 annually, billed quarterly with the first six months paid in advance. Hourly consulting fees are $250 per hour. Charitable and non-profit accounts are managed at a flat 0.40% per year with a minimum fee of $800.
Areas of Practice
Advisor Information
Office location
7743 West Jefferson Blvd, Fort Wayne, IN, 46804
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 →