Gainplan LLC

Gainplan LLC is a financial advisor firm based in Bloomfield Hills, MI, established in 2015. The firm offers asset management services, comprehensive portfolio management, business consulting services, and financial planning and consulting to individuals, families, and businesses. Gainplan LLC emphasizes continuous account supervision, tailoring investment strategies to meet specific client needs, and conducting regular reviews and rebalancing. The firm also provides retirement plan consulting services to employer plan sponsors, assisting in establishing investment policy statements, asset allocation, and participant education. For asset management, fees range up to 2.00% of assets under management, billed quarterly in advance. Comprehensive portfolio management fees vary based on assets under management. Business consulting services are charged on an hourly or flat fee basis, while financial planning and consulting fees are also hourly or flat-based. Retirement plan consulting fees are flat or based on a percentage of plan assets. Gainplan LLC does not accept performance-based fees and acts as a fiduciary, placing client interests first. The firm does not offer wrap fee programs and manages over $430 million on a discretionary basis as of December 31st, 2024. Gainplan LLC does not have custody of client funds, except for Standing Letters of Authorization, and provides investment discretion with client authorization. The firm votes client proxies when authorized and subscribes to a proxy monitor and voting agent service.