Global Wealth Management provides personalized wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Advice is provided through consultation with the client, and may include determination of financial objectives, identification of financial problems, cash flow management, investment management, education funding, retirement planning, and estate planning. GWMI is a fee-only firm and does not sell commissioned products.
Assets Under Management$47M
Clients63
Advisors2
Avg. per Client$750K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees negotiable for accounts above $5,000,000. For digital assets held through Gemini and separately managed by BITRIA, GWMI charges a flat 0.10% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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