GBG Wealth Management is a registered investment advisor based in Lone Tree, Colorado, offering personalized financial planning, discretionary investment management, and retirement plan consulting. GBG Wealth Management tailors its services to individuals, high-net-worth clients, and businesses. Investment management may be handled directly by GBG Wealth Management or allocated to third-party managers, including an affiliated firm, Gallacher Capital Management. The firm assists clients with asset allocation, retirement projections, and ongoing portfolio monitoring while allowing clients to place restrictions on their accounts, such as limiting exposure to certain asset classes or cryptocurrencies. GBG Wealth Management also provides standalone financial planning and consulting on a fixed-fee basis, starting at $2,500. Additionally, the firm maintains affiliations with an accounting firm and insurance agents, presenting potential conflicts of interest when recommending related services or products, which the firm mitigates through compliance policies focused on clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable on a case-by-case basis with a maximum annual asset-based fee of 1.50%. Cash positions are included in the asset calculation unless agreed otherwise.