Gross Domestic Product, Inc. offers portfolio management tailored to individual client goals, creating portfolios of stocks, bonds, ETFs, and mutual funds. GDP, inc. also provides financial planning, including ongoing reviews. Additional services include concierge services, tax preparation through a third party, coaching, and estate planning assistance through Wealth.com.
Assets Under Management$140M
Clients69
Advisors1
Avg. per Client$2M
Avg. per Advisor$140M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The percentage for the highest range of managed asset market value achieved applies to all managed assets, not just managed assets within that range. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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