GPM Growth Investors is an employee-owned investment management firm that invests money and provides financial planning for a diverse client base. GPM offers stock-based and ETF-based portfolios, both managed with a focus on long-term growth. They utilize a disciplined investment process, focusing on competitively advantaged companies. GPM also offers wealth management and financial planning services, using eMoney Advisor to help clients track their financial goals.
Assets Under Management$260M
Clients207
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
For accounts holding individual stocks (GPM Stock and Balanced Accounts). For ETF-based portfolios, the annual fee is 0.85%. GPM may negotiate fees that are different than the fee schedule outlined above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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