Assets Under Management
$96.9M
Number of Clients
162
Number of Advisors
5
Average Client AUM
$598K
AUM per Advisor
$19.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Goldbloom Wealth Management LLC (GWM) offers ongoing portfolio management based on individual client goals and risk tolerance. GWM also provides financial planning reports and project planning services. They may utilize third-party money managers. Fees are negotiable.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
7900 SE 28th Street, Suite 500, Mercer Island, WA, 98040