Greenwich Wealth Management (GWM) is a registered investment advisor that manages custom investment portfolios for high-net-worth individuals, families, and institutions. GWM offers investment management services, including selecting third-party investment managers, and also provides advisory services for retirement plans. GWM may recommend unaffiliated money managers or investment platforms to clients.
Assets Under Management$2.7B
Clients491
Advisors12
Avg. per Client$5.5M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiable. GWM also offers a wrap fee program with a different fee schedule: Up to $1,000,000: 1.50%/year; $1,000,001 to $5,000,000: 1.25%/year; Over $5,000,000: 1.00%/year
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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