EH
EH

Ethan Hadley

18 Years of Experience
Eagle, ID

Ethan Hadley is a registered investment advisor at Gpwm Advisors LLC, based in Eagle, ID, with 18 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 45 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$642K average
Assets Under Management
$28.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K1.50%
$25K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable. If GPWM Advisors refers you to another investment advisor, GPWM Advisors receives a portion of the fee you pay to that advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

339 W State Street, Suite 203, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ethan is an Idaho Notary Public providing notary services since 2006. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Gpwm Advisors LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Independent Financial Group, LLC
November 2006 - September 2019 · 12 yrs 10 mos
Independent Financial Group, LLCBroker
November 2006 - September 2019 · 12 yrs 10 mos
Afa Advisor Services LLC
June 2006 - November 2006 · 5 mos
Afa Financial Group, LLCBroker
May 2006 - November 2006 · 6 mos
State Registrations2 states
CAID
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ethan Hadley - Financial Advisor | TrueAdvisor