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
49 N 500 E, Price, UT, 84501-2655
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anita is affiliated with MB Financial Services, Inc. and GPS Wealth Strategies Group, LLC, providing investment advisory services and operating under the DBA Aspen Wealth Management; these activities take about half of Anita's time. Anita also oversees the financial department and business matters for BODEC, Inc & Bruno Engineering, P.C., dedicating nearly full-time hours to this role.