G.M. Wilson Private Wealth Mgmt. Group, owned by Gregory Mark Wilson, manages investments for a small number of clients. Services include analyzing existing investments, creating financial plans aligned with personal and retirement goals, and providing investment advice. Fees are based on the value of your portfolio and can be negotiated.
Assets Under Management$20M
Clients29
Advisors1
Avg. per Client$680K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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