GBS Retirement Services focuses entirely on institutional clients, coordinating referrals for institutional investment consulting services for pension, profit sharing, and other employer-sponsored retirement plans. GBS Retirement Services does not provide investment advisory services or financial planning to individual retail clients, nor does GBS Retirement Services manage client assets, take custody of funds, or exercise trading authority. As a subsidiary of Arthur J. Gallagher & Co., GBS Retirement Services operates alongside affiliates that provide broader employee benefits consulting and brokerage services. Because GBS Retirement Services exclusively serves institutional retirement plans and does not offer direct financial advice or portfolio management to individuals, all personal financial planning and investment management fees are not applicable.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.