How Does GPS CAPITAL MANAGEMENT, LLC Help Clients – Key Takeaways:
GPS CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides expert guidance and support to its clients. By utilizing their extensive knowledge and experience in the financial industry, the firm helps clients achieve their financial goals and create a secure future.
Facts and Insights
Founded in 2005, GPS CAPITAL MANAGEMENT, LLC has been in the business for over 15 years. With a team of highly qualified advisors, the firm has established itself as a trusted and reputable name in the financial services industry.
As of December 2020, the firm manages over $500 million assets under management. This includes both individual and institutional clients. GPS CAPITAL MANAGEMENT, LLC has a team of 10 advisors who are dedicated to providing personalized and tailored financial solutions to each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
GPS CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients, including investment management, financial planning, retirement planning, and wealth management. Their team of advisors works closely with each client to develop a personalized and comprehensive financial plan that aligns with their specific financial goals and needs.
Client Types
The firm caters to both individual and institutional clients, including high net worth individuals, corporations, and non-profit organizations. The team at GPS CAPITAL MANAGEMENT, LLC is equipped to provide financial solutions to a diverse range of clients and has a deep understanding of their unique needs and objectives.
Fees & Compensation
The firm’s fees and compensation structure are transparent and based on a percentage of assets under management. This ensures that the clients’ best interests are always the top priority for the advisors at GPS CAPITAL MANAGEMENT, LLC.
Background
GPS CAPITAL MANAGEMENT, LLC was founded by a team of financial experts with a passion for helping individuals and organizations build a secure financial future. The firm maintains a strong culture of putting clients first and building long-term relationships based on trust and mutual success.
Financial Advisor Disclosures to Know
As a registered investment advisor, GPS CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV on the Securities and Exchange Commission (SEC) website.