GFS Financial Advisors provides financial planning services, including cash flow, college, retirement, tax, and estate planning. GFS does not manage client assets directly but refers clients to third-party money managers. GFS acts as a liaison between the client and the third-party manager, receiving a portion of the advisory fees charged by the third-party manager.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
GFS Financial Advisors does not directly manage investments. Instead, GFS refers clients to third-party money managers. Fees for these managers vary depending on the portfolio type:
- Gradient Investments, LLC (GI):
- Strategic Portfolios: 2.00% annually (GI: 1.00%, GFS: 1.00%)
- Tactical Portfolios: 1.80% annually (GI: 0.80%, GFS: 1.00%)
- Allocation & Defined Outcome Portfolios: 1.70% annually (GI: 0.70%, GFS: 1.00%)
- Preservation Portfolios: 1.00% annually (GI: 0.40%, GFS: 0.60%)
- Private Wealth Portfolios: 1.50% annually (GI: 0.50%, GFS: 1.00%)
- Client Directed Accounts: $300 annually (GI: $300, GFS: $0)
- CWM Advisors, LLC dba Inspire:
- $0 - $999,999: 1.90% annually (Inspire: 0.65%, GFS: 1.25%)
- $1,000,000 - $9,999,999: 1.65% annually (Inspire: 0.65%, GFS: 1.00%)
- $10,000,000 - $49,999,999: 1.40% annually (Inspire: 0.65%, GFS: 0.75%)
- Over $50,000,000: 1.15% annually (Inspire: 0.65%, GFS: 0.50%)
- Camelot Portfolios, LLC (CP):
- Camelot Model Management: 1.50% annually (CP: 0.50%, GFS: 1.00%)
- Private Portfolio Management: 2.00% annually (CP: 1.00%, GFS: 1.00%)
- Protected Participation Strategy: 1.49% annually (CP: 0.49%, GFS: 1.00%)
These fees are negotiable.
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