GWA Wealth offers financial planning and portfolio management services. Financial planning covers retirement, investments, taxes, estate, insurance, education funding, and cash flow. Portfolio management focuses on globally diversified portfolios using exchange-traded funds (ETFs). GWA Wealth has the authority to make investment decisions for clients without prior consent.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
For retirement income planning and distribution, the annual fee is 1.25% on the first $1,000,000, 1.00% on the next $1,000,000, 0.75% on the next $1,000,000, 0.50% on the next $2,000,000, and 0.25% on amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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