Gold Medal Waters, INC.

Assets Under Management

$248.1M

Number of Clients

147

Number of Advisors

3

Average Client AUM

$1.7M

AUM per Advisor

$82.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Gold Medal Waters, Inc. offers investment advisory services, including wealth management and financial planning, to individuals, high-net-worth individuals, retirement plans, charitable organizations, and corporations. Investment management is customized and may include mutual funds from Dimensional Fund Advisors (DFA) and Vanguard. Financial planning covers various areas like asset allocation, risk analysis, and retirement planning. They also offer retirement plan advisory services to plan sponsors.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location

CO, United States

3 Advisors at this firm

Gold Medal Waters, Inc. | TrueAdvisor