Sarah Gries is a CFP-designated registered investment advisor at Gfp Private Wealth, based in Cleveland, OH, with 26 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 727 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
These fees are for equity and balanced accounts. Investment management fees for fixed-income-only management are based on a sliding scale of an annual percentage of the market value of the assets under GFP’s management: .50% on the first $5,000,000; .40% on the next $5,000,000; .30% over $10,000,000. Although GFP has established the fee schedule(s), we retain the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Location
1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gfp Private Wealth
State Registrations1 state
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