Gannett Wealth Advisors offers wealth management and financial planning services. This includes continuous advice on investing client funds based on individual needs. They help clients establish financial goals, create investment plans, and manage portfolios. Gannett Wealth Advisors primarily advises on stocks, bonds, mutual funds, and ETFs. They also offer financial planning, covering areas like cash flow, retirement, insurance, and estate planning. Gannett Trust Company, LLC owns 100% of Gannett Wealth Advisors, enabling potential recommendations for affiliated trust and custody services.
Fee Structure
Gannett Wealth Advisors offers wealth management services for a recurring fixed fee, ranging from $10,000 to $120,000 annually, paid monthly, quarterly, or semi-annually. The fee depends on the client's needs and the complexity of their situation. In certain circumstances, Gannett Wealth Advisors may charge a fee based on a percentage of the value of the account. The annual advisory fee is 1% of the value of the account, paid monthly. For clients who choose to engage with Gannett Wealth Advisors for tax preparation, this service is included with wealth management services at no additional cost.