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%.
3939 E. Araphoe Rd, Suite 100, Centennial, CO, 80122
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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 →Erik is involved in several outside business activities, including Aspen Wealth Management, S & P Holdings LLC (real estate rental), LTCI Partners (non-variable insurance), GPS Wealth Strategies Group (investment advisory), CSP Strawberry Holdings LLC (real estate rental), and Junior's Old School Barber Shop. He spends about half his time on GPS Wealth Strategies Group and minimal time on the other activities, including placing long-term care policies through LTCI Partners.