GBG Wealth Management offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth individuals, corporations, and other businesses. Financial planning can be included with investment management or offered separately for a fixed fee. Investment management is discretionary, with assets managed directly or allocated to third-party managers. GBG also provides retirement plan consulting services to employers.
Fee Structure
GBG Wealth Management's investment advisory fee is a percentage of the value of your portfolio, paid quarterly in advance. The fee is negotiated and can be up to 1.50% per year. The final fee depends on factors like the amount of assets managed, portfolio complexity, and servicing needs. Clients may pay different fees for similar services. GBG may allocate assets to its affiliated third-party manager, Gallacher Capital Management, LLC.