Gorham Wealth Management provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, plan for retirement, and plan for their estate. Gorham Wealth Management uses Envestnet's platform to manage investments, selecting third-party managers based on performance, fees, client objectives, and risk tolerance.
Assets Under Management$12M
Clients17
Advisors1
Avg. per Client$700K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee. This fee is in addition to fees charged by Envestnet, any other investment advisor, and the custodian.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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