GPS Financial provides one-time and ongoing financial planning, as well as ongoing investment management services. Financial planning covers areas like cash flow, retirement, tax, debt, risk, and estate planning. Investment management includes creating a tailored portfolio and ongoing monitoring. GPS may direct clients to third-party platforms but does not use third-party money managers.
Fee Structure
GPS Financial offers ongoing portfolio management services. Clients with household assets exceeding $200,000 receive a full suite of financial planning services at no additional charge. Clients with less than $200,000 may access financial planning services through a separate agreement and fee. The maximum annual fee charged for investment management will not exceed 1.25%. There is a minimum annual fee of $250. Fees are negotiable and may be higher than the stated range in some cases.