JW Golden Gate Investment, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. JGGIL creates an Investment Policy Statement for each client, which outlines the client’s current situation. JGGIL generally limits its investment advice to mutual funds, equities and ETFs. JGGIL may use other securities as well to help diversify a portfolio when applicable.
Assets Under Management$7.8M
Clients7
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.50% |
| $3.5M - $7.0M | 1.25% |
| $7.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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