GC Wealth Management RIA, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000/yr

“The Founders Membership carries an annual fee of $10,000 for a two-year term, though this fee is currently waived for members participating in the program's pilot phase.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How GC Wealth Management RIA, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory Fees are prorated and generally billed quarterly either in advance or in arrears based on the market value of fee-eligible assets as of the last business day of the prior quarter (or the last known market value if current pricing is unavailable).”
• “The existence of negotiable fee arrangements means that similarly situated clients may be charged different rates, and no Client should assume that the fee schedule applied to their account is the same as that applied to any other Client of the firm.”
• “Financial Planning and Consulting Services GC Wealth charges negotiable fixed fees for financial planning and consulting, typically payable before work begins.”

How GC Wealth Management RIA, LLC’s fees compare

• Its annual fee of $10,000 is above the Massachusetts median of $8,250. 56% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 2 of the 2 other planners in Cambridge that publish an annual fee charge less.

About GC Wealth Management RIA, LLC

• Firm size: 44 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

247

Employees

44

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$5,832,937,576

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

327269

Website

generalcatalyst.com/wealth (opens in new tab)

Phone

(617) 234-7000

Can advise clients in 27 states: California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Idaho, Illinois, Massachusetts, Maryland, Montana, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wyoming

Other planners in Cambridge that publish fees

• East Horizon InvestmentsCambridge$300
• Fisher Financial StrategiesCambridge$420/hr, $3,200⁠-⁠$6,300
• Lavoie Wealth Advisors LLCCambridge$7,500⁠-⁠$20,000
• Peabody River Asset Management, LLCCambridge$400/hr, $3,000/yr
• Pinney & Scofield, Inc.Cambridge$250⁠-⁠$500/hr
• R3i LLCCambridge$500/hr, $1,000⁠-⁠$10,000

Compare all 11 planners in Cambridge