Global Wealth Advisors
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
9
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
GW Advisors offers financial planning services including determining financial objectives, identifying problems, cash flow management, tax planning, insurance review, investment review, education funding, retirement planning, and estate planning. They do not act as custodians of client assets. The initial meeting is free.
Fee Structure
GW Advisors charges fixed fees for financial plans, with a minimum annual fee of $1,200 and a maximum of $4,800. Fees are negotiable, and higher fees may be appropriate based on the complexity of the work, subject to CCO approval. Hourly planning/consulting services are also available at $300 per hour for limited scope engagements. Financial plan fees are billed 50% in advance, with the balance due upon delivery. Prepayment of fees will not exceed $500 per client and 6 months in advance.
Areas of Practice
Location
4400 State Highway 121, Suite 200, Lewisville, TX, 75056