GPS Investments provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, charitable organizations, and retirement plans. GPS Investments creates customized investment portfolios using stocks, bonds, mutual funds, and exchange-traded funds. They may also recommend independent managers. GPS Investments also offers standalone financial planning services.
Fee Structure
GPS Investments charges a percentage of your portfolio's value each month. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with GPS Investments. Fees are negotiable. If GPS Investments uses independent managers, those managers will charge separate fees. For participant accounts managed via a third-party platform, fees are paid quarterly in advance.