Goldbloom Wealth Management LLC
Assets Under Management
$96.9M
Number of Clients
162
Number of Advisors
5
Average Client AUM
$598K
AUM per Advisor
$19.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Goldbloom Wealth Management LLC offers ongoing portfolio management based on client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. They also provide financial planning reports covering investment, insurance, tax, retirement, college, and estate planning. GWM may utilize third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Investment supervisory fees are based on a percentage of assets managed, as detailed in the table. Financial planning fees range from $1,000 to $20,000 depending on complexity, and can be billed as a flat fee or hourly, with hourly rates from $150 to $500. The firm requires a minimum account size of $200,000, but this may be waived at GWM's discretion.
Areas of Practice
Location
7900 SE 28th Street, Suite 500, Mercer Island, WA, 98040