Fees and Minimums
With the Gold Medal Waters "Wealth Management" Option, we work with you to create your financial plan and also design, develop and implement your investment portfolio - integrating our services to create one complete solution.
Wealth Management Annual Retainer - this retainer is created by combining your annual Planning Fee with your annual Asset Under Review charge. The retainer is typically higher in the first year due to the plan complexity and organization work required. Our minimum retainer fee is based upon at least 20 hours of planning in the first year.*
Planning Fees are based upon the following schedule:
Download a copy of our Service and Fee Matrix
| Year 1 | $2,000-$4,000 | |
| Year 2 | $1,000-$2,000 |
Asset Under Review Fees** are based upon the following schedule:
| First | $500,000 | 1.00% |
| Next | $2,000,000 | 0.75% |
| Next | $2,500,000 | 0.50% |
| Next | $5,000,000 | 0.25% |
| Next | $10,000,000 | 0.15% |
*Our minimum retainer fee breaks out to $5,200 in Year 1 and $3,200 in Year 2.
**Our minimum fee for this service is $1,200 per annum. Our minumum porfolio size for management is $120,000. ..
