Guidici Wealth Management (GWM) is a registered investment advisor offering tailored investment advice to meet clients’ needs and investment objectives. GWM provides discretionary investment advisory services through managed account programs and may recommend a third-party money manager to manage client assets. GWM assists clients in determining the suitability of managed account programs.
Assets Under Management$14M
Clients64
Advisors2
Avg. per Client$220K
Avg. per Advisor$7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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