Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Advisory fee is negotiable for accounts over $7,000,001. The fee percentage from the previous tier was used.
Fee Estimator
GWAG's wrap fee program charges an annual fee based on the value of assets managed. The fee covers investment advisory services and trade execution. GWAG may negotiate a lower fee based on various factors. GWAG typically engages with clients with a minimum $1,000,000 of investable assets or a minimum of $350,000 gross household income, but has the authority to make exceptions.
Areas of Practice
Advisor Information
Office location
201 Ft. Worth Hwy., Weatherford, TX, 76086
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
James is a licensed Texas insurance agent since 2004, selling life insurance products, dedicating minimal time. He is also a registered representative with LPL Financial since 2019, spending about 10% of his time there, and an investment advisor representative (IAR) with Garrett Wealth Advisory Group, dedicating nearly full-time hours.