Gold Medal Waters offers personalized investment management and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. Gold Medal Waters creates customized investment portfolios primarily using mutual funds from Dimensional Fund Advisors, along with options from Vanguard and other fund families, tailored to each client's specific goals, risk tolerance, and time horizon. In addition to portfolio management, Gold Medal Waters provides comprehensive wealth management and ongoing financial planning that covers retirement income, tax strategies, estate planning, education savings, cash flow, and insurance analysis. Gold Medal Waters operates as a registered investment advisor and acts in its clients' best interests.
Fee Structure
Gold Medal Waters combines investment management and financial planning into a single comprehensive wealth management service. Clients pay an annual fee ranging from $8,500 to $48,000, which is billed quarterly at the end of each calendar period based on the complexity, size, and specific needs of the relationship. Fees may be negotiable at the firm's discretion.
