GFS Advisors manages customized investment portfolios and provides financial planning for individuals, families, trusts, and businesses. GFS Advisors tailors asset allocations using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments for qualified clients. Portfolios can be managed with authority to make trades without asking first or on a non-discretionary basis. In addition to investment management, the firm offers financial plan development and optional consulting services covering estate planning, tax-loss harvesting, and family financial education. GFS Advisors emphasizes a personalized approach built around each client's specific financial situation, goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Annual advisory fee may vary up to 1.50% of assets under management and is negotiable based on account size, services provided, related accounts, and household size. Performance-based fees of up to 1.15% are available to qualified clients. Optional consulting services add 0.15% to 0.30%.