Advisor at GS Investment Inc
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Greg Cunningham is a financial advisor at GS Investment Inc with six years of industry experience. He holds the Series 65 designation and has been with GS Investments since 2010. GS Investments manages fully discretionary separate accounts and provides financial planning for individuals, closely held businesses, trusts, retirement plans, corporate pension and profit-sharing plans, and foundations and endowments. The firm serves both individual and high-net-worth clients, employing fundamental analysis and a long-term, buy-and-hold investment approach.
Based on GS Investment Inc
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.75% $5,000,000+: Negotiable
Account minimum: $500,000 Minimum fee: Financial planning fee: 0.1% of account value or $500 minimum Fee-only: Asset management and financial planning fees charged quarterly in arrears, automatically deducted from client accounts. Fees are negotiable.
860 Blue Gentian Road, Suite 200
Eagan, MN 55121
Minnesota · Texas
GS Investments, Inc.
2010 - Present (16 years)
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