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The fee is billed in advance, is negotiable, has a $2,000 annual minimum and requires an account of at least $25,000.","source":"GK WEALTH MANAGEMENT ADV 2A 02.18.2026, filed 23 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does GK Wealth Management use?","answer":"GK Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $239M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does GK Wealth Management have?","answer":"GK Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does GK Wealth Management invest in?","answer":"At the end of its last fiscal year, GK Wealth Management’s separately managed accounts held 49% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 18% investment grade corporate bonds, 2% other, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents. 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