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
3939 E. Arapahoe Rd, Suite 100, Centennial, CO, 80122
Get directionsRegulatory History
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 Activities
Jeffrey is involved in several outside business activities, including Aspen Wealth Management (DBA for LPL business), S&P Holdings (real estate rental), GPS Wealth Strategies Group, LLC (Registered Investment Advisor Hybrid), CSP Strawberry Holdings LLC (real estate rental), J&S Boat and Jet Ski (business owner), and Junior's Old School Barbershop (co-owner). He spends about a quarter of his time providing investment advisory services through GPS Wealth Strategies Group LLC.