Global Wealth Management (GWM) offers asset management and financial planning services to high-net-worth individuals and businesses. GWM works with clients to determine appropriate asset types and allocations to address their needs. Clients can choose to include or exclude specific asset types or individual securities. GWM may refer clients to other investment advisors.
Assets Under Management$800K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$800K
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
All amounts and fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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