Gps Wealth Strategies Group, LLC
Assets Under Management
$1.4B
Number of Clients
3,213
Number of Advisors
18
Average Client AUM
$441K
AUM per Advisor
$78.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GPS Wealth Strategies Group, LLC offers investment management and financial planning services. They specialize in serving high-net-worth individuals, small businesses, families, trusts, and estates. Services include financial planning, investment management, tax planning, insurance review, education funding, and estate planning.
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
Location
6484 South Quebec Street, Centennial, CO, 80111