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%.
333 W. Hampden Ave. #810, Englewood, CO, 80110
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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 →Benjamin operates under Joel D. Andrews, LLC as a DBA for his LPL business, dedicating about 10-20% of his time. He also provides investment advisory services through GPS Wealth Strategies Group, spending nearly full-time hours on this activity, and sells non-registered insurance products, including life, health, disability, fixed annuities, and long-term care, spending a few hours per week.