Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
9
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
GW Advisors offers financial planning services including determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment review, education funding, retirement planning, and estate planning. They do not act as a custodian of client assets.
Financial plans are priced according to the complexity of the client's situation. The minimum annual fee is $1,200 and the maximum is $4,800. Hourly planning/consulting is available for $300/hour.
4400 State Highway 121, Suite 200, Lewisville, TX, 75056