Gaylord Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services to help you understand your finances and set objectives. GWM can review accounts you hold elsewhere and provide recommendations. You make the final decisions on implementing any advice.
Assets Under Management$390K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$390K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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