David Elliott Gearring

Goldbloom Wealth Management LLC

20 Years of Experience

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Firm Information

Goldbloom Wealth Management LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

7900 SE 28th Street, Suite 500, Mercer Island, WA, 98040

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Regulatory History (1)

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