Golden Wealth Capital (GWC) provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. GWC creates an Investment Policy Statement for each client. GWC may also direct clients to third-party investment advisors. GWC also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. GWC also provides periodic educational seminars.
Assets Under Management$13M
Clients57
Advisors1
Avg. per Client$220K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3M+ | 0.70% |
Fees are negotiable. Altruist LLC will charge its own fee on top of GWC’s fee. The combined fee will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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