Assets Under Management
$666.1M
Number of Clients
558
Number of Advisors
7
Average Client AUM
$1.2M
AUM per Advisor
$95.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gitterman Wealth Management is a full-service investment advisory and wealth management firm. They manage client portfolios, provide financial planning, and offer SMART Investing Solutions. They allocate assets among mutual funds, ETFs, individual securities, and independent managers. They also offer sub-advisory services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M+ | 0.50% |
Advisory fees are negotiable at the discretion of GWM.
379 Thornall Street, 6th Floor, Edison, NJ, 08837