Gkfo, LLC

GKFO, LLC, an SEC registered investment adviser established in August 2009, specializes in providing high net worth families and individuals with personalized wealth management solutions. The firm offers family office and investment management services, managing assets both on a discretionary and non-discretionary basis. GKFO's investment strategies include allocating assets among various investment options, such as ETFs, mutual funds, individual securities, and alternative investments, tailored to clients' risk tolerance and investment objectives. The firm also offers financial planning and consulting services covering retirement planning, estate planning, tax strategy, and more. GKFO does not impose minimum portfolio values or annual fees for its services. Clients have the option to grant the firm investment discretion, allowing GKFO to make investment decisions on their behalf. GKFO's fee structure includes an annual fee based on assets under management, ranging from 0.00% to 0.65%. The firm may recommend the use of third-party unified managed account platforms and affiliated collective investment vehicles. GKFO's brokerage practices involve recommending Pershing, Charles Schwab, and ADMI for custody and execution services, with consideration for best execution and research benefits. Clients receive regular account reviews and statements, and GKFO does not vote on clients' securities. The firm does not disclose financial information as it does not solicit prepayment of fees or have financial conditions that may impair client commitments.