GH Private Wealth Management (GHPWM) offers investment advisory and financial planning services. GHPWM manages portfolios based on your individual goals, using a tactical allocation strategy. They may recommend investments in various securities and adjust allocations to manage risk and improve performance. GHPWM may also refer clients to third-party money managers. Financial planning services cover portfolio customization, investment product advice, account rebalancing, education funding, retirement goal setting, and wealth transfer strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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