GWD Capital Management offers investment management and financial planning services to individuals, high net worth individuals, businesses, pension plans, trusts, estates, retirement plans, endowments, and foundations. Investment management involves continuous investment advice and making investments based on the client's individual needs. Financial planning covers areas like retirement, education, insurance, debt management, investments, tax, and estate planning.
Fee Structure
GWD Capital Management charges a percentage of your portfolio's value each year, billed quarterly in advance. The annual fee is negotiable, but will not exceed 2.0% of the portfolio's value. The specific percentage depends on whether it's an equity or fixed income portfolio. Transaction fees may be passed on to you.