Godsey & Gibb Wealth Management (GGWM) offers investment management based on your goals and risk tolerance. GGWM also provides financial planning services, including budgeting, retirement planning, and estate planning. GGWM offers two financial planning models: Wealth Preservation & Distribution for those near or in retirement, and Wealth Accumulation for those in earlier stages of financial growth. GGWM also offers tax preparation services.
Assets Under Management$1.4B
Clients807
Advisors14
Avg. per Client$1.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum account size of $500,000, annual fee of $5,000, and fee schedule are negotiable. GGWM may group certain related client accounts for the purpose of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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