Untitled Document
Investment Advisory Services: Adviser Programs
 

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BEFORE SEEKING INVESTMENT ADVISORY SERVICES OF GOSPICH ADVISORS, LLC PROSPECTIVE CLIENTS MUST READ AND EXAMINE THOROUGHLY OUR DISCLOSURE BROCHURE (FORM ADV PART II).

INVESTMENT ADVISER PROGRAMS 

Disclosure Brochure and Performance Update: Click here to download our Disclosure Brochure.

Program Investment Structure
The following table summarizes the programs structure, advisory fee schedule, and other important key considerations:

Account Value
Annual Fee*
First $100,000
.75 of one percent (basis points)
Next 400,000
.50 of one percent (50 basis points)
Additional Assets above $500,000
.35 of one percent (35 basis points)

*The fee charged by the asset managers range from 1.00-3.0%.

Asset Management Platform –Products

Products Descriptions Acount Management
Separately Managed Accounts

Access to leading industry Separate Account Managers

Managers

100K

Strategic and tactical models with automatic rebalancing SMA models 250K

Mutual Funds and ETFs

Covering the full range of asset classes

MFs & ETFs

25K

US Fiduciary Strategic and tactical models with automatic rebalancing

USF Models 50K
Strategists models with automatic rebalancing Strategists models 100K
Alternative investments

Access to direct HF & HFOF

Direct

various
Access to many closed funds through the USF accommodation HFOF structure USF Fund $250K
Broker/Custodian
US Fiduciary through BrokersXpress
 
Yes, I want more information:
Our advisory services are offered only in jurisdictions where they may be lawfully offered, and are subject to the terms of the applicable agreement as well as acknowledgement of receipt of our Disclosure Brochure. NOT ALL OF OUR ADVISORY SERVICES ARE AVAILABLE IN ALL JURISDICTIONS, AND CERTAIN INVESTMENTS MAY NOT BE SUITABLE FOR ALL INVESTORS.
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Thank you for your interest in our RIA advisory services.
Prior to sending requested documents, Gospich Advisors, LLC may first need to make a determination if its advisory services are available in your jurisdiction, and if you meet certain suitability requirements. Please make sure to provide at least your phone number and/or email address so that we may contact you if necessary.
 
**Please allow more time for materials to be sent via regular mail.
     
 
 
 
Gospich Advisors, LLC
Phone : (718) 674-2291 E-mail: info@gospichadvisors.com