GHP Investment Advisors offers personalized portfolio management, financial planning, pension advisory services, and specialized consulting. The firm tailors its investment strategies to individual client objectives, risk tolerances, and time horizons using fundamental analysis and long-term purchasing strategies. In addition to traditional equity and fixed-income management, GHP Investment Advisors manages private investment funds for accredited investors. The firm operates as a registered investment advisor with offices in Colorado and utilizes institutional custodians such as Charles Schwab and Fidelity to hold and execute client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Schedule reflects equity assets under management. Fixed income assets are charged a standard rate of 0.50% per year. Fees are negotiable.