GW Financial, Inc. provides comprehensive wealth management, financial planning, tax strategy, and investment management services. Founded in 1981 and based in Reno, Nevada, GW Financial operates as a fee-only registered investment advisor, meaning they do not sell insurance, annuities, or commission-based products, nor do they accept kickbacks or third-party compensation. Their services are delivered primarily through two wealth management tiers: Wealth Management Silver for clients with under $2 million in assets, and Wealth Management Advanced for clients requiring more complex, multi-generational, or philanthropic planning. The firm also offers standalone financial consulting sessions for specific topics. GW Financial employs an evidence-based, factor-driven investment strategy, constructing globally diversified portfolios using low-cost exchange-traded funds and mutual funds through Charles Schwab & Co. Additionally, GW Financial assists clients with retirement planning, education funding, cash flow management, and estate coordination.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.40% |
| $6.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees for assets above $10,000,000 are negotiable.
