Frequently Asked Questions
What You Should Know:
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Yes!
It's my commitment, ethically (and legally!) to always act in your best interest.
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Fee-only means you pay directly for services—no hidden commissions or kickbacks.
Other firms are often incentivized, monetarily, to recommend certain, higher cost, investments to clients.
With GWM, you know the advice you get is 100% focused on what’s best for you, not influenced by outside incentives.
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Our fees are straightforward and based on the services you need.
Whether it’s a percentage of assets we manage for you or a flat fee for financial planning, everything is transparent and discussed upfront.
No surprises
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A commission-based advisor earns money by certain selling financial products, like insurance or mutual funds.
This can create conflicts of interest.
As a fee-only firm, GWM isn’t paid by anyone but you, so our entire focus is helping you achieve your financial goals
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Not at all! We work with individuals and families at all stages of wealth-building.
Whether you’re just starting out or managing a complex portfolio, we’ll create a plan that’s right for you.
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We start by understanding your goals and preferences.
Then, we build a custom investment plan and actively manage your portfolio, keeping you up to date along the way with regular communication .
You’ll always know you're on track to your goals.
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In addition to managing your investments, we offer comprehensive financial planning, retirement strategies, tax advice, and more.
Our goal is to be your go-to resource for all things financial, from today’s questions to tomorrow’s big plans.
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We offer a free initial consultation where we can chat about your goals and see if we’re a good fit
There’s no pressure—Simply an opportunity to understand your what's important to you
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1.00% | First $3 million
0.75% | Next $2 million
0.50% | Next $10 million
0.25% | $15 million and above
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The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).
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Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.
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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.
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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.
Your Investment Management & Financial Planning Solution
Are you interested in learning more about how our elevated client experience can help you pursue your goals?
We'd love to have a conversation! Please Provide your contact information so we can schedule a time to talk.
Partnering Together
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Let’s Get Acquainted
What’s important to you, where you are and where you want to go.
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A Personalized Plan
A tailored financial strategy that aligns with your unique goals.
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Expertly Implemented
Investment and Tax Strategies with ongoing management to stay on track.