Goldman Sachs Wealth Services Fees & Minimum

Overview

Headquarters: Cohoes, NY
Total Firm Assets: $31.7 billion
Average High-Net-Worth Client Portfolio Size: $0.6 million

Fee Disclosure

Source: GOLDMAN SACHS WEALTH SERVICES, L.P. FORM ADV PART 2A (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$10,000,000	1.50%
$10,000,001	$25,000,000	0.80%
$25,000,001	$50,000,000	0.70%
$50,000,001	$100,000,000	0.60%
$100,000,001	$250,000,000	0.50%
$250,000,001	$500,000,000	0.45%
$500,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$75,000	1.50%
$10 million	$150,000	1.50%
$50 million	$445,000	0.89%
$100 million	$745,000	0.74%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 78.32%
Number of High-Net-Worth Clients: 38,800
Total Client Accounts: 36,184
Discretionary Accounts: 36,184

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 106693

GOLDMAN SACHS WEALTH SERVICES, L.P. FORM ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Goldman Sachs Wealth Services, LP