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
Hayden is a licensed insurance agent in Texas, selling life insurance products, and spends minimal time on this. He also works nearly full-time as an investment advisor representative (IAR) through Garrett Wealth Advisory Group, and is involved in real estate and non-profit activities.