The GMS Group offers discretionary portfolio management services, tailoring advice to client needs. They may use sub-advisers or recommend third-party money managers, monitoring their performance. The firm advises on various investments, including stocks, bonds, ETFs, and options. Investment strategies are based on individual client situations. Registered representatives also sell securities and insurance products, creating potential conflicts of interest.
Assets Under Management$14M
Clients1
Advisors8
Avg. per Client$14M
Avg. per Advisor$1.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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