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Gci Financial Group

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Client assets under management

$127,525,934

More info

Clients

130

37% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

43

Typical

Average account size

$980,969

About

GCI Financial Group, Inc. is an SEC-registered advisory firm that provides asset management and financial planning and consultation services to individuals, high-net-worth clients, trusts, retirement plans and business entities. The firm discloses approximately $145.1 million in assets under management and delivers tailored portfolio management alongside written financial plans and one-off consultations.

The firm emphasizes continuous, individualized account supervision with at least quarterly reviews and offers both discretionary and non‑discretionary management; clients may place reasonable written restrictions on their accounts. GCI uses multiple methods of analysis (fundamental, technical and charting) and implements strategies that can include individual stocks and bonds, ETFs, option writing (covered calls, cash‑secured puts and hedges) and the selective use of inverse/leveraged ETFs and other derivative instruments in separately managed accounts, typically for select clients on a shorter-term basis.

Noteworthy distinctions disclosed in the brochure include that firm representatives are licensed insurance agents and may receive commissions for insurance product sales, a potential conflict the firm acknowledges and discloses. The firm also describes its custodial relationship (including receipt of research and services from a major custodian) and notes limited routine written reporting to clients unless specifically requested.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Charitable giving & philanthropy Real estate investing

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Fee options

Fixed

Flat fees range from $500 to $2,500 for financial planning and consultation services

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Project-based

$250 per hour for financial planning and consultation services

Other

Account minimum: $300,000 Minimum fee: Minimum fee of $500 for written financial plans (negotiable) Fee-only: Financial planning and consultation fees charged on hourly or flat fee basis; hourly fee $250, flat fees range from $500 to $2,500

Main office location

Gci Financial Group

5 Cold Hill Road South, Suite 23

Mendham NJ 07945, United States

Number of offices

1

Most active in

More info

Connecticut · Florida · New Jersey · New York · Pennsylvania

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 973-543-2133

Advisors at this firm

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user avatar

David S

CFP®, Series 63, Series 65

Mendham, NJ

Gci Financial Group

David Spiegel is a Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with Gci Financial Group and has previously worked at Lantern Wealth Advisors, APS Pension and Financial Services, and AXA Advisors. In addition to his advisory work, he is a licensed insurance agent offering fixed life and long-term care insurance, as well as corporate health insurance through various providers. Gci Financial Group is an SEC-registered investment adviser serving individuals, families, trusts, pension, and corporate clients with tailored portfolio management and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis and offers strategies including derivatives for selected clients, with ongoing account supervision and regular reviews.

Options & derivatives strategies Charitable giving & philanthropy Real estate investing
user avatar

Michael G

CFP®, ChFC®, Series 63, Series 65

Mendham, NJ

Gci Financial Group

Michael Greco is a CFP® and ChFC® professional with 23 years of industry experience. He has been with GCI Financial Group since 2001 and is a 50% owner of the firm. Outside of his advisory role, he serves as President of the Jockey Hollow Professional Office Park Condominium Board. GCI Financial Group, Inc. is an SEC-registered investment adviser serving individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million using individualized investment strategies with continuous supervision and quarterly reviews, employing a combination of fundamental, technical, and cyclical analysis.

Options & derivatives strategies Charitable giving & philanthropy Real estate investing
user avatar

Matthew S

CFP®, Series 63, Series 65

Mendham, NJ

Gci Financial Group

Matthew Sherbine is a CFP® with 22 years of industry experience and has been with GCI Financial Group since 2001. He is a 50% owner and serves as Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group, Inc. is an SEC-registered investment adviser providing asset management and financial planning services to individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million for around 100 clients, employing individualized investment strategies with ongoing supervision and periodic reviews.

Options & derivatives strategies Charitable giving & philanthropy Real estate investing
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