Goldman Sachs Wealth Services offers a full range of financial planning and investment management services primarily tailored for high-net-worth individuals, executives, families, and business owners. The firm assists clients with retirement planning, tax strategies, estate planning, insurance reviews, philanthropic giving, and customized portfolio construction. Working closely with dedicated wealth advisors, clients receive personalized financial plans designed to integrate employment benefits, compensation programs, and long-term financial goals. Goldman Sachs Wealth Services utilizes various strategies—including equity and fixed-income portfolios, structured investments, option strategies, and alternative investments—through both discretionary and non-discretionary management. The firm coordinates its services across multiple affiliates to deliver holistic wealth management solutions while helping clients navigate complex financial situations.
Fee Structure
Goldman Sachs Wealth Services offers investment management through a variety of fee models, including strategy-based fees and a comprehensive pricing program.
- Strategy-Based Advisory Fees — Fees are calculated as a percentage of the value of your portfolio, with specific rates set forth in individual client agreements based on the selected strategy or sub-asset class.
- Comprehensive Pricing Program — Charges a maximum annual advisory fee of up to 1.50% of your portfolio, plus applicable manager fees, custody charges, and execution fees.
- Alternative Investment Fees — Certain alternative investments involve separate management fees, performance fees, or incentive allocations determined by the underlying fund managers.