GMW charges a fixed annual fee for wealth management services, ranging from $8,000 to $48,000, paid quarterly. Fees are determined by the client's needs, objectives, relationship size, complexity, scope of work, reporting requirements, and portfolio restrictions. Ongoing financial planning services are also offered at a fixed annual fee ranging from $8,000 to $48,000, payable monthly or quarterly. Retirement plan advisory services are charged an annual asset-based fee ranging from 0.10% to 0.70% or a fixed fee ranging from $4,000 to $40,000.
Louisville, CO
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