Gsp Financial Strategies

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$8.3M
Clients16
Advisors1
Avg. per Client$520K
Avg. per Advisor$8.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Gsp Financial Strategies | TrueAdvisor