Gold Medal Waters, INC.
Assets Under Management
$248.1M
Number of Clients
147
Number of Advisors
3
Average Client AUM
$1.7M
AUM per Advisor
$82.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gold Medal Waters, Inc. (GMW) offers investment advisory services to individuals, high net worth individuals, retirement plans, charitable organizations, and corporations. Services include wealth management, investment management, financial planning, and retirement plan advisory services. GMW primarily uses a long-term investment strategy, constructing portfolios with mutual funds, primarily from Dimensional Fund Advisors LP (DFA).
Fee Structure
GMW charges a fixed annual fee for wealth management services, ranging from $8,000 to $48,000, paid quarterly. Fees are determined by the client's needs, objectives, relationship size, complexity, scope of work, reporting requirements, and portfolio restrictions. Ongoing financial planning services are also offered at a fixed annual fee ranging from $8,000 to $48,000, payable monthly or quarterly. Retirement plan advisory services are charged an annual asset-based fee ranging from 0.10% to 0.70% or a fixed fee ranging from $4,000 to $40,000.
Areas of Practice
Location
CO, United States
