Gaddis Premier Wealth Advisors (GPWA) provides investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, and businesses. GPWA offers wealth management services through continuous client contact and comprehensive financial planning in connection with investment management. GPWA also provides financial planning services on a standalone basis.
Assets Under Management$310M
Clients1,315
Advisors8
Avg. per Client$240K
Avg. per Advisor$39M
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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 $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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