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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
162 clients
Average Client Portfolio
$598K average
Assets Under Management
$96.9M
Fee Structure
Minimum Investment:$200K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $20,000
Hourly Rate:$150 - $500/hr
Investment supervisory fees are based on a percentage of assets managed, as detailed in the table. Financial planning fees range from $1,000 to $20,000 depending on complexity, and can be billed as a flat fee or hourly, with hourly rates from $150 to $500. The firm requires a minimum account size of $200,000, but this may be waived at GWM's discretion.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
7900 SE 28th Street, Suite 500, Mercer Island, WA, 98040
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Goldbloom Wealth Management LLC
March 2016 - Present · 9 yrs 10 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.