Money Management
Bill Gunderson is a professional fee-based money manager. Gunderson Capital Management manages hundreds of accounts all across the country. Minimum account size is $100,000. Annual Mgt. fees are 2% on accounts under $250,000, 1.5% on accounts between $250k and $1 million, and 1% on accounts over $1 million. You can fill out our Become a Client form on the home page, fill out a form on our Contact Us page or you can call us for more information at (855) 611-BEST.
Bill,
How can u manage accnts all over the country, watch the markets, publish a stock newsletter, prepare & deliver a radio stock show, write articles for the street.com, Forbes, and also deal with individual investor questions, write apps for phones, tablets & pc’s, …. u cannot be a 1 man show, what is the size of your staff?
Regards,
Mario
Mario. There is an old adage “If you want to get something done, give it to a busy person.” I also have some very good help!
BG
Is it possible to transfer 401k funds to you for management?
Some companies let you hire an outside manager, most dont. If the money is with a former employer then you can roll it over into a 401k rollover-which I can manage.
Bill Gunderson
Bill
If I decide to have Gunderson Capital manage my portfolio, would I be working with you or an associate? Are you accessible or would I be dealing with someone else in your office?
you work with me, myself, and I
Bill Gunderson
Hi Bill,
I’m looking for a professional fee-based money manager that is able to provide me with an audited track record for a fairly moderate to moderate-aggressive portfolio. I’ve heard you mentioned on your radio show mention about your portfolios but not specifics.
Your annual management fees are very reasonable and I like what I’ve heard on your radio show. Thanks for your time.
I publish my newsletter every week. Check out the returns of the three portfolios in the newsletter. I do not have an audited 10 year track record. All of my accounts are custom. I will call you to discuss.
BG
Hi Bill!
Just subscribed to your Best Stocks Now app and wanted to let you know how much you’ve ‘brightened’ my day! Out of the 75+ stocks in my portfolio, 99.9% of them are dogs! Even some of my warm fuzzies like XOM!
However, I feel that I am stuck with what I have because if I were to sell, I’d have a huge capital gains bill to deal with.
What do you recommend your clients do in situations like this?
Love your show and record it every day via the Tunein app!
when is/will there windows pc version for the “APP”
Just working out final bugs.
BG
Whatever happened to WHX today? Down almost 10%!
Judy Sturm
I’ve listened to your show for over a year and I’ve gotten some good real estate advice. Listening to you it seems you need 20 to 25 stocks in your portfolio but how do you get there. Not eveyone has a large sum of money sitting around. For new investor outside of a 401k how do you build a portfolio.
Once you get $10k, you can starting buying ten equally weighted positions. Then you can add one every time you get an extra grand. If you have less than that, I would recommend a mutual fund.
BG
Diane thanks for the question. I am also trying to get in the game so I can hopefully retire in peace, but yes it seems everyone assumes we have an extra $50,000 laying around. I wish something can be talked about more to gear the majority of Americans out there with less money to start this stuff off. I am new myself and blessed to get over time at work to save up a starting point. I also notice some people get caught up in the actual dollar amount when I believe they should be looking at gains and losses in %’s. I laugh when people say get a tablet it is just $200. Well $200 is change to some. Yes I will buy something if I feel I can get a positive return. Honest I like Mr. Bill’s info and want to purchase his top 200 list as it changes daily. Please let me spend my money on that because it seems better than Zacks, Stock Scouter, Cap star etc. Please reply Mr. Bill