G.M. Wilson Private Wealth Mgmt. is an independent registered investment advisor founded in 2004 and led by Gregory Mark Wilson. The firm offers personalized investment management and portfolio services for individuals, families, and high-net-worth clients. G.M. Wilson Private Wealth Mgmt. focuses on building conservative asset allocation models, favoring large-cap dividend-paying stocks, exchange-traded funds, and a small cash position while utilizing Charles Schwab as the primary custodian. Before managing investments, G.M. Wilson Private Wealth Mgmt. creates a detailed information file, reviews existing investments, insurance policies, annuities, and retirement accounts, and prepares a written financial plan aligning investments with personal retirement goals. The firm operates on a fee-only structure based on a percentage of the value of your portfolio and does not execute trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable depending on the size of the account.