Gwynedd Wealth Partners (GWP) provides ongoing investment management based on your goals, risk tolerance, and time horizon. GWP can create a plan to help select a portfolio that fits your specific situation. GWP also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. GWP generally advises on mutual funds, stocks, bonds, ETFs, and government securities.
Assets Under Management$25M
Clients55
Advisors2
Avg. per Client$450K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Gwynedd Wealth Partners charges a percentage of your portfolio annually.
- First $10 million - 0.50% to 2.00%
- Above $10 million - Negotiable
The final fee schedule is documented in the Investment Advisory Contract. Fees are paid either monthly in advance, quarterly in advance, or quarterly in arrears depending on the custodian utilized.
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