Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
GPSL charges an annual fee based on your assets under management. For example, a $100,000 account at 1.50% would cost $1,500 per year, billed quarterly. Financial planning fees are negotiated and range from $100 to $2,500. Clients are responsible for third-party fees like custodian and brokerage fees. These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract. There is no account minimum.
Areas of Practice
Advisor Information
Office location
8550 United Plaza Blvd, Ste 702, Baton Rouge, LA, 70809
Get directionsRegulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Gary is a Managing Partner at Global Planning Stewards, LLC, a registered investment advisor, dedicating full-time hours to account management. He also serves as an officer for the Kiwanis Club of Baton Rouge and is a licensed insurance agent, spending a few hours per week on insurance-related activities.