How does the advisor help clients – Key Takeaways:
GAO MANAGEMENT LLC is committed to providing expert financial advice and guidance to its clients. Through their expertise and experience in the financial industry, GAO MANAGEMENT LLC is dedicated to assisting clients with their financial goals and needs.
- GAO MANAGEMENT LLC provides a wide range of financial services to cater to the diverse needs of its clients.
- The firm’s advisors have years of experience and knowledge in the financial industry to provide clients with valuable insights and recommendations.
- GAO MANAGEMENT LLC values transparency and communication, making sure that clients are informed and involved in their financial decisions.
Facts and Insights
GAO MANAGEMENT LLC was founded in 2005 and is located in New York City. The firm is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA).
The firm is primarily focused on providing investment advisory services to individuals, high-net-worth individuals, and small businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 16 years |
Financial Services Offered
GAO MANAGEMENT LLC provides a comprehensive range of financial services to meet the diverse needs and goals of its clients. These services include but are not limited to:
- Investment management
- Asset allocation
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Risk analysis
Client Types
GAO MANAGEMENT LLC works with a variety of clients, including:
- Individuals
- High-net-worth individuals
- Small businesses
No matter their client type, GAO MANAGEMENT LLC is dedicated to meeting the unique needs and financial goals of each individual or business.
Fees & Compensation
GAO MANAGEMENT LLC primarily charges clients based on a percentage of their AUM. The fee structure is outlined in the client agreement and is typically between 1-2% of AUM. In some cases, the firm may charge a fixed fee or hourly rate for financial planning services.
The firm does not receive any additional compensation for recommending specific investment products or services. GAO MANAGEMENT LLC works on a fee-only basis, ensuring that their recommendations are always in the best interest of their clients.
Background
GAO MANAGEMENT LLC is led by experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals. The team is highly qualified to provide financial advice and services, with various credentials including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
GAO MANAGEMENT LLC values continued education and stays updated on the latest financial trends and strategies to provide clients with the best possible recommendations.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, GAO MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. The firm does not have any disclosures to report, according to their most recent Form ADV filing with the SEC.
Individual advisors of GAO MANAGEMENT LLC may have their own disclosures that can be found on the SEC’s website or through the firm’s disclosure brochure. Clients are encouraged to ask about any potential conflicts of interest and to review any relevant disclosures before working with an advisor at GAO MANAGEMENT LLC.