Georgia Wealth Partners (GWP) is a registered investment advisor offering portfolio management based on individual client goals and financial planning services. GWP creates an Investment Policy Statement for each client to construct a suitable portfolio. GWP may also recommend third-party money managers. Financial planning services cover investment, retirement, savings, education, and insurance needs. Clients are not obligated to implement recommendations or maintain an ongoing relationship.
Assets Under Management$140M
Clients493
Advisors4
Avg. per Client$280K
Avg. per Advisor$34M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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