Gien Capital Management LLC fees and pricing
Financial planner in Alpharetta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Gien Capital Management LLC charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“GCM charges a fixed fee for financial planning services between $1,000 and $5,000 dependent upon the complexity of the Client’s specific situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gien Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the number of days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Gien Capital Management LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 is below the Georgia median of $5,000. 34% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 5 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.
About Gien Capital Management LLC
- Firm size: 2 employees.
- Registered as an adviser: 2025.
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
- 13
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $12,788,654
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334607
- Phone
- (727) 742-4831
Other planners in Alpharetta that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.