GW Asena offers financial planning, portfolio management, insurance consulting, retirement and pension consulting, estate planning, tax advice, tax compliance, seminars, and company restructuring consultation. The firm tailors its services to each client's specific needs, goals, risk tolerance, and investment time horizon. Clients can choose between discretionary and non-discretionary management.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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