GW&K Investment Management, LLC offers active equity and fixed income investment solutions to a diverse client base, including private clients, high net worth individuals, estates, and various institutional entities. Established in 1974 and headquartered in Boston with an office in Florida, GW&K manages portfolios using a research-oriented approach with a focus on fundamental analysis. For private wealth clients, GW&K provides customized wealth advisory services such as financial planning, asset allocation recommendations, and lifestyle and wealth transfer planning consultation. Additionally, GW&K offers standalone financial planning services in various flat-fee packages covering cash flow analysis, net worth calculation, budgeting recommendations, and retirement plan analysis. GW&K participates in wrap fee programs, subadvisory arrangements, and non-discretionary programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual management fee is generally 1.00% for equity strategies and 0.65% for fixed income strategies on initial investment. Fee rates and breakpoints vary depending on account size and strategy. Fees are negotiable.