Gw Financial Fees & Minimum

Overview

Headquarters: Reno, NV
Total Firm Assets: $134 million
Average High-Net-Worth Client Portfolio Size: $2.2 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: GW FINANCIAL, INC. FORM ADV PART 2A (2026-04-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$4,000,000	0.80%
$4,000,001	$6,000,000	0.40%
$6,000,001	$10,000,000	0.20%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$40,000	0.80%
$10 million	$52,000	0.52%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 86.06%
Number of High-Net-Worth Clients: 52
Total Client Accounts: 266
Discretionary Accounts: 253
Non-Discretionary Accounts: 13

Services Offered

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

Regulatory Filings

SEC CRD Number: 110478

GW FINANCIAL, INC. FORM ADV PART 2A (2026-04-01) (fee schedule source) · View brochure text

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

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