GBS Group offers both discretionary and non-discretionary asset management services, tailoring investment strategies to clients' goals and risk tolerance. They also provide financial planning services covering various topics like retirement, investments, and estate planning. GBS Group also offers ERISA plan services to qualified retirement plans as a 3(21) advisor.
Assets Under Management$460K
Clients1
Advisors1
Avg. per Client$460K
Avg. per Advisor$460K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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