Gordian Wealth Advisors (GWA) offers investment management services tailored to individual client needs, based on their financial circumstances and goals. GWA creates an Investment Policy Statement (IPS) for each client to guide portfolio management. GWA may recommend independent investment managers for certain investments. GWA also offers financial planning as part of its services at no extra cost, but clients are not obligated to participate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $15.0M | 1.35% |
| $15.0M - $25.0M | 1.20% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 1.00% |
Fees negotiable for accounts over $50 million. Gordian Wealth Advisors may increase the advisory fee one time per year by an amount equal to the increase in the Consumer Price Index in the United States over the one-year period immediately prior to that anniversary date; however, the advisory fee for all assets in all accounts will not exceed the standard fee.