GPS Silver
What’s Included:
- Ongoing Financial Planning
- Asset Management
- Access To Our Team
- Semi-Annual Review
Annual Fee:
1% of Assets Under Management, Minimum of $7,000/yr
GPS Gold
What’s Included:
- Ongoing Financial Planning
- Asset Management
- Access To Our Team
- Semi-Annual Review
- Level 3 Tax Services
- Estate Planning Docs
- Retirement Enrichment Program
Annual Fee (based on Assets Under Management)
- 1.0% < $2 million
- 0.8% $2-5 million
- 0.6% $5-10 million
- 0.4% $10-20 million
- 0.3% $20 million+
Minimum of $10,000/yr.