GFP Wealth Management is a fee-only firm offering financial planning and investment management. Financial planning covers cash flow, investments, retirement, risk management, estate, and tax planning. For investment management, GFP works with a third-party manager, Asset Dedication, to implement and monitor portfolios based on client needs. GFP has the authority to make portfolio adjustments without client approval.
Assets Under Management$200M
Clients48
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$200M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.82% |
| $2.0M - $5.0M | 0.52% |
| $5.0M - $15.0M | 0.37% |
| $15M+ | 0.37% |
The GFP annual advisory fee is subject to a minimum of $5,500. Legacy clients may have a lower fee schedule detailed in their advisory agreement. The fee for accounts over $15,000,001 is customized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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