Grubman Wealth Management is an independent financial adviser, compensated exclusively by fees paid by our clients. We do not benefit from any of the recommendations we provide to clients. All of our work is strictly confidential.
Provided on a tiered annual rate based on the value of the assets under management; minimum portfolio value for new clients is $1 million.
- $0 - $2.5 million: 1%, plus
- Above $2.5 million - $5 million: .75%, plus
- Above $5 million: .50%
If you engage GWM for investment management services within one month of completing your financial plan, we will refund $1,500 in the form of a credit against your investment management fees.
- $3,000 for an initial plan
- No charge for annual updates to your Financial Plan. Financial Planning services are covered under the Investment Management fee.
Tax planning services are provided as part of the Investment Management service.
For more detailed information about our fees and services, contact us today.