Global Wealth Management (GWM) offers investment management services to high-net-worth individuals, family offices, pension plans, trusts, and foundations. GWM helps clients identify their objectives, risk tolerance, and time horizon to develop a suitable investment policy. GWM also provides comprehensive financial planning as part of its investment supervisory services, covering income tax, cash flow, investment, education, retirement, estate, and risk management.
Assets Under Management$250M
Clients76
Advisors3
Avg. per Client$3.2M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable depending on total assets and services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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