How Does GPS FINANCIAL GROUP, LLC Help Clients?
GPS FINANCIAL GROUP, LLC is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With years of experience in the industry, their team of expert advisors has a deep understanding of the complex financial landscape and uses their knowledge to provide personalized solutions to their clients.
Key Takeaways:
- GPS FINANCIAL GROUP, LLC offers a comprehensive range of financial services to clients.
- Their team of expert advisors has years of experience and a deep understanding of the financial industry.
- They provide personalized solutions to help clients achieve their financial goals.
Facts and Insights
Founded in 2005, GPS FINANCIAL GROUP, LLC has been serving clients for over 15 years. The firm currently has over $500 million in assets under management and a team of 10 experienced advisors. The firm is registered with the Securities and Exchange Commission (SEC), which ensures that they adhere to strict standards of fiduciary responsibility.
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| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
GPS FINANCIAL GROUP, LLC offers a wide range of financial services to its clients. Their services include investment management, retirement planning, estate planning, tax planning, and insurance solutions. The firm also provides financial planning services that take into account a client’s unique financial situation and goals.
Client Types
GPS FINANCIAL GROUP, LLC caters to a diverse range of clients, including individuals, families, and businesses. Their team of advisors has the expertise to work with clients at all stages of life, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation
GPS FINANCIAL GROUP, LLC is a fee-based advisor, which means that they charge a fee based on a percentage of assets under management. The exact fee structure may vary based on the services provided and the client’s total assets. The firm is committed to transparency and will fully disclose all fees and compensation to clients before entering into a working relationship.
Background
GPS FINANCIAL GROUP, LLC was founded by a team of experienced financial professionals with a passion for helping clients achieve their financial goals. The firm’s advisors hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise, combined with their commitment to providing personalized solutions, has made GPS FINANCIAL GROUP, LLC a trusted name in the financial advisory industry.
Financial Advisor Disclosures to Know
Clients working with GPS FINANCIAL GROUP, LLC should be aware of the following disclosures:
- The firm is a fee-based advisor and may earn compensation for recommending certain investment products.
- Some of the firm’s advisors may have outside business activities or relationships that could present a conflict of interest.
- GPS FINANCIAL GROUP, LLC has no disclosures related to legal or disciplinary matters.