GJW Investment Adviser offers investment management services where client portfolios are managed on a regular basis. GJW also offers financial planning services, including comprehensive or limited financial plans and individual consultations. GJW may use third-party investment advisors to manage portfolios on behalf of clients. Clients can terminate their account with written notice, and GJW will refund any unearned fees.
Assets Under Management$5.3M
Clients19
Advisors1
Avg. per Client$280K
Avg. per Advisor$5.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for the balance over $2,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...