The GMS Group, LLC is a registered investment advisor based in East Hanover, New Jersey, providing portfolio management services primarily to institutional clients. The firm offers both discretionary and non-discretionary portfolio management, tailoring its advice to client investment objectives. The GMS Group may also recommend third-party money managers to handle client portfolios and provide guidance across a broad range of investments, including equities, corporate and municipal debt, government securities, options, mutual funds, and exchange-traded funds. The GMS Group is wholly owned by GMS Group Holdings Corp and operates as a registered broker-dealer and municipal advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is a flat 2% of the quarter-end market value of the managed portfolio. Fees are negotiable depending on individual client circumstances.