Complete Wealth Management

Stronger Relationships Lead to Better Outcomes

  • Investments

    Holistic portfolio management with strategies for asset allocation and tax efficiency. Ensures your investments align with your goals while maximizing returns.

  • Planning

    Expert, personalized, and proactive. Simplify the complex to meet your needs, encourage decisive action, and maintain flexibility for all that life holds.

  • Taxes

    Proactive action to minimize taxes and plan for the unexpected. Integrated into all our financial plans. Stay Tax-efficient and keep more of what you’ve earned.

  • Lifestyle

    Life is about experiences, wellness, and adventure. Enjoy meaningful pursuits now, stay financially secure for the future.

Expert Planning & Management

  • 1.00% | First $3 million

    0.75% | Next $2 million

    0.50% | Next $10 million

    0.25% | $15 million and above

  • The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).

  • Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.

  • The advisory fee is a blended tier. For example, for assets under management of $4,000,000, a Client would pay 1.00% on the first $3,000,000 and 0.75% on the remaining balance. The formula for the quarterly fee is determined by the following calculation: (($3,000,000 x 1.00%) + ($1,000,000 x 0.75%) ÷ 4) = $9,375.

  • In determining the advisory fee, we may allow accounts of members of the same household to be aggregated. GWM relies on the valuation as provided by Client’s custodian in determining assets under management.

  • If GWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. The Outside Manager’s advisory fees, billing schedule, and payment procedures are set forth in their separate written disclosure documents, advisory agreements, and/or the account opening documents of your account Custodian. At no point will the combined fee charged to the Client exceed 2% of assets under management.