Goldman Sachs & Co. LLC offers tailored wealth management services through its Private Wealth Management group. The firm works primarily with high-net-worth individuals, families, foundations, and institutional clients to build and preserve wealth. Services include discretionary and non-discretionary investment management across public and private asset classes, customized multi-asset class portfolios, alternative investments, structured notes, and options strategies. Additionally, the firm offers family office services, such as tax support, estate planning coordination, and reporting analytics. Clients can choose between a comprehensive advisory pricing model or a strategy-based fee model. The firm utilizes both internal Goldman Sachs investment products and external managers, tailored to each client's specific financial goals, risk tolerance, and tax considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 0.50% |
Fees vary widely based on the chosen pricing model (comprehensive advisory services vs. strategy-based pricing), specific asset classes, and relationship size. Maximum standard fees for the first tier ($0-$10 million) are set out in Appendix A and are negotiable.