Guzmán Wealth Management offers investment management services, financial planning and consulting, and retirement plan consulting. Financial planning covers areas like tax planning, asset allocation, and retirement. The firm may recommend third-party money managers. Tax preparation services are offered through a third-party CPA. Client investment plans are based on individual Investment Policy Statements.
Assets Under Management$21M
Clients37
Advisors1
Avg. per Client$570K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $10.0M | 0.95% |
| $10M+ | 0.75% |
Asset management fees are negotiable. The firm may waive financial planning fees if you engage their asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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