Gunder Wealth Management offers personalized investment management and financial planning services. The firm builds tailored investment portfolios using modern portfolio theory and asset allocation, with options for passive or active investing and the use of independent managers. Gunder Wealth Management addresses a wide range of topics, including retirement planning, tax strategies, estate planning, college savings, cash flow, risk management, and business planning. The firm serves individuals, high net-worth individuals, and pension plans, operating as a registered investment advisor based in Michigan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and paid quarterly in advance. Clients with under $750,000 pay a fixed quarterly fee of $1,875, and clients with over $8,000,000 pay a fixed quarterly fee of $10,000.
