GP Wealth Management provides ongoing investment management services. They work with you to understand your financial situation, goals, and risk tolerance. GP Wealth monitors your account and provides advice on buying, selling, or holding investments. They primarily advise on exchange traded funds, stocks, bonds, and mutual funds. You can place restrictions on the types of investments in your account.
Assets Under Management$11M
Clients16
Advisors1
Avg. per Client$680K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$80K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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