Gci Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$145,100,680
Total clients
130
37% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$1,116,159
About
GCI Financial Group, Inc. is an SEC-registered advisory firm that provides asset management and financial planning and consultation services to individuals, high-net-worth clients, trusts, retirement plans and business entities. The firm discloses approximately $145.1 million in assets under management and delivers tailored portfolio management alongside written financial plans and one-off consultations.
The firm emphasizes continuous, individualized account supervision with at least quarterly reviews and offers both discretionary and non‑discretionary management; clients may place reasonable written restrictions on their accounts. GCI uses multiple methods of analysis (fundamental, technical and charting) and implements strategies that can include individual stocks and bonds, ETFs, option writing (covered calls, cash‑secured puts and hedges) and the selective use of inverse/leveraged ETFs and other derivative instruments in separately managed accounts, typically for select clients on a shorter-term basis.
Noteworthy distinctions disclosed in the brochure include that firm representatives are licensed insurance agents and may receive commissions for insurance product sales, a potential conflict the firm acknowledges and discloses. The firm also describes its custodial relationship (including receipt of research and services from a major custodian) and notes limited routine written reporting to clients unless specifically requested.
Client services
Expertise
Fee options
Flat fees range from $500 to $2,500 for financial planning and consultation services
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for financial planning and consultation services
Account minimum: $300,000 Minimum fee: Minimum fee of $500 for written financial plans (negotiable) Fee-only: Financial planning and consultation fees charged on hourly or flat fee basis; hourly fee $250, flat fees range from $500 to $2,500
Main office location
Gci Financial Group
5 Cold Hill Road South, Suite 23
Mendham NJ 07945, United States
Number of offices
1
Most active in
Connecticut · Florida · New Jersey · New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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