GGM Financial is a registered investment advisor based in Columbus, Ohio, offering comprehensive wealth management, asset management, and financial planning services. The firm helps clients define their investment goals, time horizons, and risk tolerance to build customized portfolios through a wrap fee program. GGM Financial combines investment management with financial planning—covering retirement strategies, cash flow analysis, tax reduction strategies, estate preservation, and long-term investment planning. Wealth management clients receive financial planning services at no additional cost. The firm also offers standalone financial planning for a fixed fee ranging from $2,500 to $10,000, as well as retirement plan consulting for qualified plans. GGM Financial emphasizes a fiduciary commitment to act in the best interests of its clients and tailors investment strategies to individual objectives, allowing clients to place specific restrictions on their accounts.
Fee Structure
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 assessed on a blended schedule and billed quarterly in advance. GGM Financial may group related client accounts for householding purposes. Fees are negotiable.