GH Private Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2020. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The Advisors hourly fee will be billed at a rate of $500 per hour and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$2,500

“The fixed fee for this service is $2,500 per plan as contracted for with client in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How GH Private Wealth Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For each service, the Advisor will charge an hourly fee (described below in the answer to Item 5A&B) and agreed upon with the client in advance.”
• “Amounts will be negotiated and agreed upon by the parties in advance.”
• “For financial planning clients, hourly fee-based clients are billed one half of the fee at the time of signing the Agreement with the Advisor and the other one half upon delivery of the financial plan to the client.”

How GH Private Wealth Management, Inc.’s fees compare

• Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.
• 48 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Illinois median of $4,500. 25% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 11 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About GH Private Wealth Management, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172033

Phone

(888) 399-2049

Other planners in Chicago that publish fees

• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Arena Private WealthChicago$250/hr
• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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