Goldbloom Wealth Management (GWM) offers ongoing portfolio management based on individual client goals, objectives, and risk tolerance. GWM also provides financial planning reports covering investment planning, retirement, college, business transition, and estate planning. GWM may utilize third-party money managers. Clients can impose investment restrictions.
Assets Under Management$97M
Clients162
Advisors5
Avg. per Client$600K
Avg. per Advisor$19M
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Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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