Gladstone Wealth Partners manages investment portfolios and provides financial planning and consulting services for individuals, high-net-worth individuals, businesses, retirement plans, and charitable organizations. Gladstone offers various investment management programs, including wrap fee programs, third-party manager platforms, non-wrap accounts, and retirement account services through third-party technology platforms. Representatives work closely with clients to understand their financial situation, goals, and risk tolerance before recommending appropriate strategies and investment programs. Gladstone also provides retirement plan consulting and general financial planning covering areas such as estate planning, college funding, and retirement readiness. Representatives operate as independent contractors supervised from a centralized location.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.