Gremler Wealth Management is a fee-based firm. This schedule illustrates our yearly professional advisory charges; fees are typically deducted on a monthly basis, so the more you make the better we do. We are fiduciaries; we always work in your best interest. We are not a commission-based company, and we believe that compensation should never get in the way of doing the right thing for you.
Gold Plan The gold plan is a $500 one-time fee and provides a strategy for those who seek an initial roadmap to the investment process or for retirement planning.
Platinum Plan The platinum plan is a $1,000 one-time fee and provides a strategy for those who are preparing for retirement or who are retired and seek additional guidance for retirement planning.
We provide complimentary tax returns for retired clients.*
We provide complimentary updates to Living Wills, Powers of Attorney, Advanced Medical Directives, and Amendments and Codicils to existing Wills and Trusts.**
*Complimentary tax returns are defined as non-itemized returns for non-working individuals with over $1 million in managed money. **Complimentary updates to legal documents apply to advisory clients with existing wills and over $1 million in managed money.
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