Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $1.0 billion
- Average High-Net-Worth Client Portfolio Size
- $1.7 million
Fee Disclosure
Source: GFG CAPITAL ADV PART 2A (2025-04-25)
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Latest filing: GFG CAPITAL ADV PART 2A (2026-03-25)
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Latest filing: GFG CAPITAL ADV PART 2A - S&A SERVICES (2026-03-25)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.90% |
| $10,000,001 | $25,000,000 | 0.70% |
| $25,000,001 | $50,000,000 | 0.55% |
| $50,000,001 | $100,000,000 | 0.25% |
| $100,000,001 | and above | 0.15% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $95,000 | 0.95% |
| $50 million | $337,500 | 0.68% |
| $100 million | $462,500 | 0.46% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 35.42%
- Number of High-Net-Worth Clients
- 207
- Total Client Accounts
- 707
- Discretionary Accounts
- 668
- Non-Discretionary Accounts
- 39
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 128059
- GFG CAPITAL ADV PART 2A (2026-03-25) · View brochure text
- GFG CAPITAL ADV PART 2A - S&A SERVICES (2026-03-25) · View brochure text
- GFG CAPITAL ADV PART 2A (2025-04-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗