Global Wealth Management (GWM) offers investment advice and asset management services to individuals, families, trusts, and other business entities. GWM focuses on global diversification to achieve capital preservation and long-term growth, with a focus on global and international investment opportunities. Portfolios can be customized to suit individual investment needs and goals. GWM provides both discretionary and non-discretionary services.
Assets Under Management$170M
Clients37
Advisors2
Avg. per Client$4.7M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum quarterly fee of 0.3% of total assets under management, which may be lowered at GWM's discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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