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
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 ActivitiesSells Insurance
Levi holds seminars for student athletes at the University of Colorado at Boulder and dedicates minimal time to this. He also operates through Knutson Financial, Inc. and True Wealth Advisors Inc. for his LPL Financial business, and provides investment advisory services through GPS Wealth Strategies Group, LLC, spending nearly full-time on this activity. Levi also works as a basketball instructor.