GPS Financial Group provides investment management based on individual client goals and risk tolerance. GPS also offers pension consulting services to employee benefit plans. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning. Services are available individually or as part of a comprehensive plan.
Assets Under Management$80M
Clients122
Advisors2
Avg. per Client$650K
Avg. per Advisor$40M
www.linkedin.com/in/joel-poortenga-659b53131 ·www.gpsfinancialgroupllc.com ·www.linkedin.com/in/james-louwerse-cfp%c2%ae-36...
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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