Gutierrez Wealth Advisory provides financial planning, investment management, and investment consulting services. Financial planning covers retirement, cash flow, debt management, estate, insurance, education, risk, tax, charitable giving, and distribution planning. Investment management includes discretionary or non-discretionary management of client portfolios, primarily using ETFs, mutual funds, and third-party investment managers. Gutierrez Wealth also offers consulting services to retirement plans.
Assets Under Management$280M
Clients135
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.20% |
Some legacy clients may be on a different fee schedule. Assets under management for family members in the same household may be aggregated for determining the overall fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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