Helping clients achieve their financial goals!
Gaddis Premier Wealth Advisors is focused on providing the right solutions for our clients, while utilizing our comprehensive PRIME 360˚ process.
Listed below are the most common client concerns and the strategies and solutions we utilize to help clients achieve their objectives.
These solutions can be billed in one of three ways, either as an hourly planning fee, a flat-rate financial plan, or as a percentage of Assets Under Management (AUM). The method to be used for billing is determined on a case by case basis for each client based on the needs and objectives of that client.
Turnkey Solutions – $100,000 to $250,000
Frequency of Contact:
Three Scheduled Meetings / Phone Calls per year including two Portfolio Reviews and one In-Person Strategy Meeting*
Basic Needs Covered:
Growth, Asset Protection, Diversification, Children’s Education Planning, Basic Retirement and Insurance Planning
Planning Strategy:
Implementation of the Prime 360° Process, Diversified Growth Products, Risk Questionnaire, 401(k) Management
Possible Solutions:
Asset Allocation Funds, ETFs, or UITs are designed to satisfy Basic Investment Needs; such as, Asset Allocation. Diversification, Children’s Education Planning, Basic Retirement and Insurance Planning
Employer Sponsored Account Management:
(Such as 401(k) or 403(b))
Utilizing a technology platform called Pontera, we are able to manage your employer sponsored retirement plans such as 401(k)'s and 403b's as part of your financial plan. If not, those accounts will be reviewed on a periodic basis as a part of each client's overall financial strategy.
Modular Solutions – $250,001 to $500,000
Frequency of Contact:
Six Scheduled Meetings / Phone Calls per year including two Portfolio Reviews and one In-Person Strategy Meeting*
Basic Needs Covered:
Growth, Asset Protection, Diversification, Tax Control, Liquidity, Transparency of Fees and Holdings, Children’s Education Planning, Updated Retirement Plan and Estate Reviews, Cash Flow Analysis, Insurance and 401(k) Management
Planning Strategy:
Implementation of the Prime 360° Process, Diversified Growth Products, Risk Questionnaire, 401(k) Management, Cash Flow Analysis Updates
Possible Solutions:
Managed Fund Platform, Optimized SMA, Managed Futures, REITs, Unit Investment Trusts, Exchange-Traded Funds
Employer Sponsored Account Management:
(Such as 401(k) or 403(b))
Utilizing a technology platform called Pontera, we are able to manage your employer sponsored retirement plans such as 401(k)'s and 403b's as part of your financial plan. If not, those accounts will be reviewed on a periodic basis as a part of each client's overall financial strategy.
Custom Solutions – $500,001 and Above
Frequency of Contact:
Twelve Scheduled Meetings / Phone Calls per year including four Portfolio Reviews and two In-Person Strategy Meeting*
Basic Needs Covered:
Asset Protection, Tax Management, Liquidity, Transparency of Fees and Holdings, Income and Retirement Planning, Estate Analysis, Cash Flow Analysis, Insurance Planning, 401(k) Management
Planning Strategy:
Implementation of the Prime 360° Process, Separate Accounts, Institutional Fee Arrangements, High Net-Worth Review Report, Dividend Tax Analysis, 401(k) Management
Possible Solutions:
Customized SMA, Managed Futures, Hedge Funds, REITs, Bonds and other Fixed Income
Other Solutions Available:
Personalized or Collateralized Lending; Financing
Employer Sponsored Account Management:
(Such as 401(k) or 403(b))
Utilizing a technology platform called Pontera, we are able to manage your employer sponsored retirement plans such as 401(k)'s and 403b's as part of your financial plan. If not, those accounts will be reviewed on a periodic basis as a part of each client's overall financial strategy.
*Exact number of Meeting, Phone Calls, Portfolio Review, and In-Person Strategy Meetings may vary for each client based on each clients individual needs
