William Mercer Savage

Gps Wealth Strategies Group, LLC

41 Years of Experience

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Firm Information

Gps Wealth Strategies Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

18 advisors

Number of Clients

3,213 clients

Average Client Portfolio

$441K average

Assets Under Management

$1.4B

Fee Structure

Financial Plan Fee:$100 - $15,000

Hourly Rate:$100 - $500/hr

GPS charges fees for investment management and financial planning services. Investment management fees are based on a percentage of assets under management, with a maximum of 1.75%. Financial planning fees can be fixed (ranging from $100 to $15,000) or hourly (ranging from $100 to $500 per hour), depending on the complexity and deliverables. Fees may be negotiable. Retirement plan advisory services have a maximum fee of 1.00%.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Advisor Information

Office location

6484 South Quebec Street, Centennial, CO, 80111

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2011

Denied

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Other Business Activities

William acts in a fiduciary capacity for the Marcia V Griswold Family Trust since 1998. He also operates under the DBA Will Savage Wealth Management for his LPL Financial business, dedicating nearly full-time hours to this.