Golden State Wealth Management offers asset management, comprehensive portfolio management (combining asset management and financial planning), and standalone financial planning and consulting services. GSWM aims to understand clients' investment objectives and educate them about the process, remaining sensitive to risk tolerance and time horizons.
Assets Under Management$1.8B
Clients3,888
Advisors48
Avg. per Client$470K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
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Location
48 Advisors at this firm
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