Gitterman Wealth Management, LLC
Assets Under Management
$666.1M
Number of Clients
558
Number of Advisors
7
Average Client AUM
$1.2M
AUM per Advisor
$95.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gitterman Wealth Management (GWM) is a registered investment advisor providing wealth management services to high-net-worth individuals and the higher education marketplace. They offer discretionary investment management, financial planning, and consulting services, primarily allocating assets among mutual funds, ETFs, individual securities, and independent managers. GWM also provides SMART Investing Solutions to third-party advisors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M+ | 0.50% |
Advisory fees are negotiable at the discretion of GWM.
Fee Estimator
GWM charges an annual fee based on a percentage of assets under management. For certain outside accounts, the fee is a flat 0.40% charged quarterly. Advisory fees are negotiable. Clients may also incur fees charged by financial institutions, mutual funds, and ETFs. Clients invested in the legacy Crystal Capital Partners Portfolios are charged an annual fee of 0.75%. Certain other investments may also be billed a flat annual fee.
Areas of Practice
Location
379 Thornall Street, 6th Floor, Edison, NJ, 08837