Gkfo, LLC
Assets Under Management
$32.0M
Number of Clients
4
Number of Advisors
1
Average Client AUM
$8.0M
AUM per Advisor
$32.0M
Compensation
Fee-Only (AUM)
About This Firm
GKFO offers family office and investment management services, including financial planning, estate planning, tax strategy, and investment management. They manage assets on a discretionary, non-discretionary, or advisory basis, primarily recommending ETFs, mutual funds, and individual securities. GKFO also offers advice about legacy positions.
Fee Structure
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
Location
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428