Clients Profile

We are proud to serve a broad group of clients across North America.

To maintain our high level of service for all of our clients, our typical account is greater than $1,000,000 in assets. Our fees are based on total assets under management and based on a portfolio of $1,000,000 or more and do not exceed 1% of total assets. Additionally, we do not charge a carry, or performance based fee, and there are no additional fees for asset management services in common equity or fixed income portfolios. GKV does not charge set-up or termination fees.

GKV Capital does not retain physical possession of any funds and/or securities owned by clients at any time. Custodianship of assets is generally provided by a financial institution of the client