GGM Financial provides financial planning and investment management services to clients through its advisors. It utilizes Commonwealth Financial Network's programs, including Wealth Management Consulting and Retirement Plan Consulting. Clients can access a range of securities products and services, including financial planning, asset allocation, and consulting. GGM Financial advisors may also offer advice on alternative investments.
Assets Under Management$430M
Clients395
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are for both PPS Custom and PPS Select programs. GGM Financial manages some accounts in which the asset management fees are other than the percentages noted above. All GGM Financial advisory management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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