Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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%.
Areas of Practice
Advisor Information
Office location
6484 South Quebec Street, Centennial, CO, 80111
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffrey has a tax practice since 2001, taking about 10-20% of his time. He also provides investment advisory services through GPS Wealth Strategies Group, LLC, dedicating nearly full-time hours, and operates Gore Financial Management, Inc as a DBA for his LPL business, also dedicating nearly full-time hours.