Great Wealth Investments provides investment management and financial planning services. Investment advice is tailored to clients' needs and objectives. The firm primarily uses equities and exchange traded funds in its portfolio management accounts, but may also use other investments including cryptocurrencies. Financial planning services cover cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Clients can request financial planning services that cover a specific area.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client's financial circumstances. The firm offers Associated Persons and their family members a discount of up to 100% of advisory fees.