Gladstone Wealth Partners
Assets Under Management
$4.9B
Number of Clients
7,910
Number of Advisors
97
Average Client AUM
$625K
AUM per Advisor
$51.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gladstone Wealth Partners is a fee-only RIA offering asset management, retirement, financial planning, and consulting to individuals, high-net-worth individuals, corporations, pension/profit-sharing plans, and charities. They operate through a network of IARs who act as independent contractors under supervision.
Fee Structure
Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.
Areas of Practice
Location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408