Global Planning Stewards LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage client portfolios with discretionary authority. GPSL also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$71M
Clients160
Advisors1
Avg. per Client$440K
Avg. per Advisor$71M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...