GSP Financial Strategies provides financial planning and consulting services tailored to clients' financial and tax situations, risk profiles, and return objectives. They also offer investment management services on a non-discretionary basis, meaning clients approve all trades. GSP Financial Strategies also provides financial coaching on budgets, retirement, real estate, insurance, and general financial matters. The firm also uses sub-advisers to offer a broader range of services.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are non-negotiable.