Firm
GBC Investment Group
Sanford, Florida
Fee-only
GBC Investment Group at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 2 employees and 23 individual clients.
- Its average account is about $3.6 million (assets it manages divided by its 84 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sanford, Florida |
|---|---|
| Website | gbcinvestments.com |
| Phone | (386) 516-4759 |
GBC Investment Group fees
GBC Investment Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $304 million |
| Individual clients | 23 |
| Accounts managed | 84 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-120745) |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 308511 |