Freegulliver Fees & Minimum

Overview

Headquarters: New Orleans, LA
Total Firm Assets: $837 million
Average High-Net-Worth Client Portfolio Size: $5.8 million

Fee Disclosure

Source: FGL, ADV PART 2A (2026-08-05) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$5,000,000	0.75%
$5,000,001	$25,000,000	0.50%
$25,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$40,000	0.80%
$10 million	$65,000	0.65%
$50 million	$215,000	0.43%
$100 million	$365,000	0.36%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 60.61%
Number of High-Net-Worth Clients: 87
Total Client Accounts: 584
Discretionary Accounts: 459
Non-Discretionary Accounts: 125

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 117040

FGL, ADV PART 2A (2026-08-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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