Gladstone Wealth Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Gladstone's representatives gather information about your finances and goals to determine appropriate services. Client portfolios can include equities, bonds, mutual funds, ETFs, and alternative assets. Gladstone also offers access to third-party asset management programs.
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.