GBM Wealth Management provides continuous investment advice and portfolio management services, including allocating assets across various asset classes like cash, equity mutual funds, and fixed income. They analyze securities, including fixed income, equity, funds, and other investment instruments, tailoring portfolios to each client's unique needs. GBM Wealth may suggest models or strategies that include recommendations from unaffiliated third-party asset managers. The firm maintains a Limited Power of Attorney for all discretionary accounts.
Fee Structure
GBM Wealth's advisory fees typically equal 1% per year, but range from 0.25% to 1.5% annually. The specific fee will be outlined in the client’s advisory agreement. Fees are calculated daily using the net asset value of the account. The fee charged on cash or equivalent assets may be greater than the annualized yield on such assets. The fee schedule is inclusive of the fees paid to GBM Wealth and the respective sub-advisor and is subject to negotiation on a client-by-client basis at GBM Wealth’s discretion.