GP Financial Services Inc. offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. GP Financial Services Inc. generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, and other securities.
Assets Under Management$8.7M
Clients38
Advisors2
Avg. per Client$230K
Avg. per Advisor$4.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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