G.P. Leach Securities LLC (GPLS) is an investment management firm specializing in quantitative investment analysis. GPLS uses proprietary models to make investment decisions and offers several investment products, including Multi-Strategy, Risk Parity, Volatility Risk Premium, Large Capitalization Equity, and Sector Rotation. GPLS manages separate accounts for individuals and institutions, tailoring portfolios to client needs and risk tolerance.
Assets Under Management$140K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$140K
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60M+ | 0.20% |
For related accounts, GPLS may agree to treat managed assets as if all the assets were in one account. In select instances, the firm may charge an annual flat fee for advisory service not to exceed the lesser of $1,000,000 or that based on the advisory schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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