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
211 Midland Avenue #202, Basalt, CO, 81621
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Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Katherine operates under Aspen Wealth Management as a DBA for her LPL business and provides investment advisory services through GPS Wealth Strategies Group, LLC, dedicating about half of her time to each. She also engages in real estate rental, sells non-variable insurance through Highland Capital Brokerage for a few hours per week, and manages Roaring Fork International Wealth Management LLC for tax/investment purposes, spending about a quarter of her time on it.