Assets Under Management
$1.3B
Number of Clients
727
Number of Advisors
17
Average Client AUM
$1.9M
AUM per Advisor
$79.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
GFP Private Wealth offers continuous investment advice and financial planning services tailored to individual client needs. They manage accounts on a discretionary basis, considering client objectives, risk tolerance, and tax implications. Financial planning services cover personal finance, tax, investments, insurance, retirement, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114