Brian Imrich is a CFP-designated registered investment advisor at Gps Financial, LLC, based in Pittsford, NY, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 269 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GPS Financial offers ongoing portfolio management services. Clients with household assets exceeding $200,000 receive a full suite of financial planning services at no additional charge. Clients with less than $200,000 may access financial planning services through a separate agreement and fee. The maximum annual fee charged for investment management will not exceed 1.25%. There is a minimum annual fee of $250. Fees are negotiable and may be higher than the stated range in some cases.
Location
141 Sullys Trail, Suite 8A, Pittsford, NY, 14534
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Regulatory 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
Brian is a licensed insurance agent and may offer insurance products to clients, which presents a conflict of interest. He also serves as Treasurer for Victory Boys Youth Lacrosse, spending minimal time on this community organization.
Employment History
Current Registrations
Gps Financial, LLC
Previous Registrations
Gps Financial, LLC
Cambridge Investment Research, INC.Broker
Lincoln Financial Advisors CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.