Garhwal, Chan & Williams Inc. provides financial planning and investment management services. Financial planning assesses your assets, defines life goals, estimates financial needs, and formulates a plan to achieve these goals. Investment management focuses on asset class investing with a long-term, multigenerational perspective. GCW Inc. tailors its services to individual needs, considering risk tolerance, age, time to retirement, and other specific factors.
Assets Under Management$130M
Clients28
Advisors2
Avg. per Client$4.8M
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable based on the amount of managed assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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