Gold Medal Waters (GMW) offers investment advice and financial planning to individuals, high net worth individuals, retirement plans, charities, and businesses. GMW provides wealth management services, including investment management and financial planning. Investment strategies are long-term focused, using mutual funds primarily from Dimensional Fund Advisors (DFA). Financial planning covers various areas like retirement, education, and tax planning. GMW also offers retirement plan advisory services to plan sponsors.
Fee Structure
Gold Medal Waters (GMW) offers wealth management services that include both investment management and financial planning for a single combined fee. This fee ranges from $8,500 to $48,000 annually, paid quarterly. The fee is determined based on your needs, the size and complexity of your relationship with GMW, the scope of work involved, specific reporting requirements, and any portfolio restrictions.
