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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
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
Advisor Information
Office location
7900 SE 28th Street, Suite 500, Mercer Island, WA, 98040
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
Steven is the Managing Member of Goldbloom Advisory LLC d/b/a AGT Tax & Insurance Services West, providing insurance services since 2005. He is also a speaker, manages IAS Co. (a CRM software provider for insurance professionals), and is a life planning coach for Empowered Wealth.