Gw Financial
Assets Under Management
$110.3M
Number of Clients
93
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GW Financial, Inc. (GWF) provides personalized financial planning, tax strategy, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable and fraternal organizations, and small businesses. GWF invests assets in no-load mutual funds or exchange-traded funds, through Charles Schwab and Co. Inc. GWF is a fee-only firm and does not sell commissioned products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fee Estimator
GW Financial offers Wealth Management Silver (WM-Silver) and Wealth Management Advanced (WM-Advanced) which include both financial planning and investment management. The WM-Silver minimum annual fee is $6,600 and the WM-Advanced minimum annual fee is $19,800. Investment Management (IM) is only available to existing clients prior to 2020. The annual fee for Investment Management is 1.00% for the first $1 million, 0.80% for the next $2 million, 0.40% for the next $2 million, 0.20% for the next $5 million, and 0.10% above $10 million. Financial consulting services are available for a flat fee of $900 per 90-minute session. GWF may waive minimum fees or adjust investment advisory fees for certain legacy clients.
Areas of Practice
Location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511
