Gunder Wealth Management manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They may use independent investment managers. Financial plans are tailored to individual client needs and goals. They also offer one-time financial plans and hourly financial planning engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. For clients with fewer than $750,000 in assets under management, investment advisory and financial planning services will be provided at a fixed quarterly fee of $1,875 per quarter. For clients with assets under management exceeding $8,000,000, investment advisory and financial planning services will be provided at a fixed quarterly fee of $10,000 ($40,000 annually).
