GW&K Investment Management offers investment management and wealth advisory services. They specialize in municipal bond, taxable bond, equity, and multi-asset strategies. GW&K provides customized wealth advisory services to certain direct private wealth clients, including financial planning, asset allocation recommendations and consultation on lifestyle and wealth transfer planning considerations. GW&K does not provide legal, tax or insurance advice.
Fee Structure
GW&K's standard annual management fee is generally 1.00% for equity strategies and 0.65% for fixed income strategies on initial investment. Fee rates and breakpoints vary depending on the size of an account and the investment strategy selected. Fees may be negotiable depending on a client’s special circumstances such as asset levels, service requirements, or other factors. Some accounts may have fee schedules that are higher than their standard fee schedule. GW&K also reserves the right to waive all or a portion of its fees at any time.