Gw Financial
Assets Under Management
$110.3M
Number of Clients
93
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GW Financial, Inc. provides comprehensive advisory services, including personalized financial planning, tax planning, and investment management. They offer Wealth Management Silver and Advanced services, combining financial planning and investment management. GWF invests assets in no-load mutual funds or exchange-traded funds through Charles Schwab. They also furnish advice on matters not involving securities.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511
