GVS Financial Group provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. GVS creates investment portfolios based on clients' individual needs and goals. They also offer financial plans covering insurance, investments, retirement, taxes, and estate planning. Clients can also receive consulting services on specific financial topics.
Assets Under Management$120M
Clients57
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Each client fee schedule is negotiated with GVS within this range, on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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