GJW Investment Adviser LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. Its offerings include discretionary portfolio management, comprehensive or limited financial planning, and the ability to place client assets with third‑party money managers under solicitor arrangements.
Portfolios are managed on an ongoing basis with periodic (generally quarterly) reviews and the firm employs fundamental and technical analysis while not generally pursuing frequent‑trading strategies. Clients may grant limited discretionary trading authority, and financial planning engagements are provided on an hourly or flat‑fee basis with services tailored to client goals and investment restrictions.
What distinguishes the firm from many peers is its affiliation with accounting and tax services: the firm’s principal is a Certified Public Accountant who also provides tax and accounting services and is licensed to sell insurance and securities, relationships the brochure discloses as potential conflicts of interest. The firm operates as a single‑advisor practice with a small client base (about 19 accounts and roughly $5.26 million in assets under management), does not aggregate client orders, and reports no receipt of soft‑dollar research, factors that can affect trade execution and the scope of services compared with larger firms.
Client services
Expertise
Fee options
Flat fee available for financial planning services, amount depends on service type
$0 - $99,999: 1% $100,000 - $2,000,000: 1% $2,000,000+: Negotiable
$250 per hour for financial planning services
Account minimum: No minimum account size or minimum fees are imposed to open or maintain an account.
Main office
3265 Hardwood Hollow Road
Medina OH 44256
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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