Fee Structure

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.

INVESTMENT ADVISORY FEE

ADDITIONAL PLANNING SERVICES

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.

For more information about our firm and the services we offer, please send us a quick email or call the office. We would welcome the opportunity to speak with you.

support@gremlerwealth.com | (515) 644-7700