GPWM Advisors offers financial planning and portfolio management services to individuals, businesses, and institutional clients. Financial planning covers areas like estate, retirement, investment, business succession, executive compensation, and deferred compensation planning. GPWM Advisors also provides portfolio evaluation services, alternative investments, referrals to other investment advisors, and seminars.
Assets Under Management$29M
Clients45
Advisors1
Avg. per Client$640K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.50% |
| $25K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. If GPWM Advisors refers you to another investment advisor, GPWM Advisors receives a portion of the fee you pay to that advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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