Gustafsson Wealth Management offers financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Financial planning covers a range of advisory services to help clients manage their financial resources. Portfolio management can be discretionary or non-discretionary, and includes advice on self-directed 401(k) accounts.
Assets Under Management$12M
Clients35
Advisors1
Avg. per Client$340K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Separate fee schedule for 401(k) advisory services: $0-$250,000: 1.25%, $250,001 - $500,000: 1.00%, $500,001 +: 0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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