As a business owner it is challenging to address both the needs of your business and your family’s financial well-being. Having tailored investment management solutions using your personal and business attributes will help you accumulate, manage and preserve your wealth.
The Getzen Group Inc. investment management accounts “Preferred Account” are for business owners looking for full-time, proactive portfolio management as well as expertise in a bundled approach to retirement, wealth and estate planning, tax strategy and wealth management. You receive one-on-one consultations with your lead Certified Financial Planner advisor as needed for expert, customized guidance across all financial situations.
Relationship Features include:
• Comprehensive portfolio reviews as often as needed
• Day-to-day investment management
• Proactive guidance on investment opportunities
• Fixed income expertise and sector specialization
• Access to sophisticated money management services, including Managed Accounts and Institutional Investments
• Access to Performance reporting, Gain-Loss reports 200 other various reports as needed.
• Bundled Wealth Management Consulting Services (WMCS)®
• Funds cleared through Schwab Institutional and Pershing
Fees & Minimums:
• GGI Preferred Account services average approximately, 1% of assets under management • $1375 quarterly minimum • $250K asset minimum. GGI ADV part 2 available on request.
Additional specific information can be found below or in our firm ADV part 2.