Overview
- Headquarters
- Leola, PA
- Total Firm Assets
- $576 million
- Average High-Net-Worth Client Portfolio Size
- $7.8 million
Fee Disclosure
Source: G&H INVESTMENTS DISCLOSURE BROCHURE (2025-03-12)
· View brochure text
Latest filing: G&H INVESTMENTS DISCLOSURE BROCHURE (2026-03-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 0.75% |
| $250,001 | $1,000,000 | 0.60% |
| $1,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $6,375 | 0.64% |
| $5 million | $26,375 | 0.53% |
| $10 million | $51,375 | 0.51% |
| $50 million | $251,375 | 0.50% |
| $100 million | $501,375 | 0.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 51.75%
- Number of High-Net-Worth Clients
- 38
- Total Client Accounts
- 463
- Discretionary Accounts
- 410
- Non-Discretionary Accounts
- 53
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 317722
- G&H INVESTMENTS DISCLOSURE BROCHURE (2026-03-17) · View brochure text
- G&H INVESTMENTS DISCLOSURE BROCHURE (2025-03-12) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗