Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.
200 W. Jackson Blvd. #1000, Chicago, IL, 60606
Get directionsJames is the principal for JPL Consulting Group LLC, a placement consultant for financial advisors, since 2020. He spends minimal time on this activity, finding suitable financial institutions for advisors.