GTS Investment Advisory, operating as Financial Celebrations, provides asset management and investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm works closely with clients to understand their financial situations, goals, and risk tolerance before designing a tailored investment approach utilizing individual stocks, bonds, exchange-traded funds, options, and mutual funds. Portfolios are continuously monitored and regularly rebalanced as needed. GTS Investment Advisory operates as a registered investment advisor and acts in the best interest of its clients, avoiding conflicts of interest where possible. Representatives of the firm may also offer insurance products separately.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
The maximum annual fee will not exceed 1.15% of assets under management. Fees are not negotiable and are billed quarterly in advance.