Gunn Wealth Management (GWM) is a fee-only firm providing investment management and consulting services. GWM customizes investment management to each client, specializing in comprehensive portfolio management and niche investing. For clients who don't meet the minimum account size, GWM offers consulting services on an hourly basis.
Assets Under Management$24M
Clients100
AdvisorsN/A
Avg. per Client$240K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable and may be discounted for family, non-profit organizations, and the accounts of our clients’ children. Some accounts may be under different fee schedules honoring prior agreements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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