Gibson Monroe Wealth Advisors (GMWA) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. GMWA creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, and real estate investment trusts. GMWA also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Assets Under Management$3.8M
Clients50
Advisors1
Avg. per Client$77K
Avg. per Advisor$3.8M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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