Gemstone Wealth Management (GWM) offers investment management based on individual client needs, creating personalized investment plans with asset allocation targets. GWM also provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a project basis or ongoing.
Assets Under Management$10M
Clients8
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable at Gemstone Wealth Management's discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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