GFG Solutions

GFG Solutions provides discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business owners, managing roughly $307 million for about 315 client relationships through a seven‑advisor team. Like most team firms, it charges percentage‑of‑AUM advisory fees and delivers portfolio management for individuals; the firm also states that it does not charge separately for financial planning.

The firm uses a blend of fundamental, technical and tactical analysis to build customized portfolios, emphasizing risk management, tax‑loss harvesting and tailored portfolio construction for business owners and families. It offers specialized strategies including leveraged equity mandates and, for qualifying accredited clients, a performance‑based compensation structure (a 1% fixed management fee on leveraged equity portfolios plus a 20% performance/carried interest above a 15% IRR after one year) and sponsors a wrap‑fee program in which the firm pays transaction costs.

Distinctive aspects noted in the brochure are its role as wrap‑fee program sponsor and its use of performance‑based fees, both relatively uncommon among similar team firms and requiring additional conflict oversight. The brochure also discloses extensive outside business activities by firm principals, commission‑based insurance sales, private‑equity and real‑estate offerings (including finder fees), and operational features such as AI‑assisted real‑time note‑taking — items the firm says it manages through disclosure and supervisory policies.