Gci Financial Group Fees & Minimum

Overview

Headquarters: Mendham, NJ
Total Firm Assets: $145 million
Average High-Net-Worth Client Portfolio Size: $1.8 million
Stated Minimum Account Size: $300,000

Fee Disclosure

Source: GCI - ADV PART 2A - FIRM BROCHURE (2026-06-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	2.00%
$500,001	$1,000,000	1.25%
$1,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,250	1.62%
$5 million	$56,250	1.12%
$10 million	$106,250	1.06%
$50 million	$506,250	1.01%
$100 million	$1,006,250	1.01%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 61.09%
Number of High-Net-Worth Clients: 48
Total Client Accounts: 463
Discretionary Accounts: 416
Non-Discretionary Accounts: 47

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 124193

GCI - ADV PART 2A - FIRM BROCHURE (2026-06-16) (fee schedule source) · View brochure text

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

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