Global Portfolio Services LLC (GPS, LLC) provides investment advice and financial planning services tailored to individual client needs. GPS, LLC offers portfolio management, financial planning, asset allocation, selection of other advisors, sub-advisory, and pension consulting services. GPS, LLC will gather information about your financial situation and objectives to develop a suitable investment strategy. GPS, LLC may use sub-advisors to manage a portion of your account.
Assets Under Management$12M
Clients19
Advisors1
Avg. per Client$650K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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