Goldman Sachs Wealth Services, L.P.
Assets Under Management
$26.0B
Number of Clients
121,236
Number of Advisors
990
Average Client AUM
$214K
AUM per Advisor
$26.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Goldman Sachs Wealth Services, L.P. provides financial planning and investment management services through various channels, including corporate-sponsored programs and direct client engagements. Services include executive wealth management, private family office, personal planning, and financial wellness programs. The firm offers both discretionary and non-discretionary investment advisory services, utilizing affiliated and unaffiliated managers.
Fee Structure
This brochure does not explicitly state the AUM fee structure. It mentions that clients transitioning from GS PFM may have different fee arrangements. The brochure also mentions negotiated fees and different service offerings that may differ among clients. Financial Wellness programs may be provided to clients without a Corporate Partner relationship. Clients who have received Financial Planning services paid by a Corporate Partner, but are no longer affiliated with a Corporate Partner, are generally eligible to receive similar services on a self-pay basis and may be required to execute new agreements with different fee schedules and services.
Areas of Practice
Location
100 Coliseum Drive, Cohoes, NY, 12047