GW Financial offers personalized financial planning, tax strategy, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. GW Financial invests assets in no-load mutual funds or exchange-traded funds through Charles Schwab. GW Financial is a fee-only firm and does not sell commissioned products.
Assets Under Management$110M
Clients93
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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