Gajardo Wealth Management (GWM) provides investment management and financial planning services to individuals, high net-worth individuals, and retirement plans. GWM develops investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, ETFs, and mutual funds. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. GWM also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$7.2M
Clients28
Advisors1
Avg. per Client$260K
Avg. per Advisor$7.2M
www.gajardowealth.com ·facebook.com/gajardowealth ·www.linkedin.com/company/gajardo-wealth-management
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.35% |
Fees may be negotiable. If GWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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