Global Wealth Strategies & Associates (GWS&A) provides investment management and financial planning services to help clients achieve their financial goals. GWS&A manages investments on a discretionary basis, allocating assets among equities, ETFs, mutual funds, and cash. They also offer financial planning services covering estate, tax, charitable, cash flow, wealth transfer, and family legacy objectives. GWS&A may use sub-advisors to manage client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. The Firm will impose a minimum flat advisory fee of $1,500 annually, billed quarterly on a pro rata basis. Under certain legacy relationships and those that are approved by the CCO, accounts are allocated a tax stipend in which GWS&A pays the clients CPA directly, as mentioned in Item 4. The fees for such tax service is a 5bps increase from our standard advisory fee schedule, not to exceed 1.50%.