Gates Wealth Group (GWG) provides investment management and financial planning services. GWG develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning services include business planning, cash flow management, college savings, estate planning, insurance review, retirement planning, risk management, and tax strategies. GWG also offers educational seminars. GWG may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$270K
Clients4
Advisors1
Avg. per Client$69K
Avg. per Advisor$270K
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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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Fees are negotiable. The same fee schedule applies when using XY Investment Solutions as an outside manager.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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