GPS Wealth Strategies Group offers investment management and financial planning services to high-net-worth individuals, small businesses, families, trusts, and estates. They manage accounts on a discretionary and non-discretionary basis, tailoring advice to client objectives, risk tolerance, and liquidity needs. GPS also uses sub-advisors and offers financial planning services covering estate, tax, charitable, and wealth transfer objectives. They partner with other advisors to coordinate efforts toward client goals.
Fee Structure
GPS Wealth Strategies Group charges a fee based on a percentage of the assets they manage in your account. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity of the portfolio, and other factors. The fee is calculated on the account's asset value and is billed quarterly in advance for accounts held at LPL Financial and monthly in arrears for accounts held at Charles Schwab. Either you or GPS can terminate the agreement with written notice, and any unearned fees will be refunded.