Gms Group
Assets Under Management
$13.9M
Number of Clients
1
Number of Advisors
6
Average Client AUM
$13.9M
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)
About This Firm
The GMS Group, LLC offers discretionary portfolio management services tailored to clients' needs and investment objectives. They may use sub-advisers and recommend third-party money managers. The firm advises on various investments, including equities, debt, and ETFs.
Fee Structure
The annual fee for portfolio management services is up to 2% of the market value of assets under management, billed quarterly in advance. The advisory fee is negotiable depending on individual client circumstances. The firm may combine account values of family members. The firm does not charge a separate fee for the selection of other advisors.
Areas of Practice
Location
120 Eagle Rock Ave, Suite 300, East Hanover, NJ, 07936