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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Above $25,000,000 fees are negotiable.
Fee Estimator
The annual investment advisory fee is based on a percentage of the market value of assets managed. The minimum asset level is $2,000,000, and the minimum annual fee is $20,000. Financial planning and consulting fees range from $500 to $10,000 on a fixed-fee basis. Fees are negotiable and may vary based on factors such as the amount of assets managed, account composition, and complexity of the engagement. GWS generally does not bill on certain types of 529 plans and donor advised funds, with exceptions for larger managed accounts.
Areas of Practice
Advisor Information
Office location
11810 Grand Park Ave, #500, North Bethesda, MD, 20852
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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