GW Financial bases its fees on a percentage of assets under management (AUM) or fixed fees for advisory and consulting services. All new clients must engage under Wealth Management Silver (WM-Silver) or Wealth Management Advanced (WM-Advanced). WM-Silver has a minimum annual fee of $6,600, while WM-Advanced has a minimum annual fee of $19,800. For Investment Management (IM) clients (closed to new clients), fees follow a tiered structure based on the value under management. Financial consulting services are available for a flat fee of $900 per 90-minute session. Fees are exclusive of transaction costs, mutual fund expenses, and custodial fees charged by third parties.