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
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.
CO, United States