GDS Investments offers investment advice and manages portfolios for clients based on their individual goals, risk tolerance, and financial objectives. GDS Investments creates a portfolio allocation designed to complement their clients’ financial goals and objectives. The firm's strategy is to meet client investment objectives while providing access to personal advisory services. GDS Investments acts as a fiduciary, always in the client's best interest.
Assets Under Management$20M
Clients40
Advisors1
Avg. per Client$490K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...