Portfolio Management

At GPS, we specialize in portfolio management services. We are dedicated to serving the investing community and providing exceptional financial services with high standards.

Our niche also enables us to cater to high net worth investors who neither have the time, nor the inclination to manage their own portfolio.

Our typical portfolio starts at $500K. Our typical clients are company executives, successful engineers, and professionals like doctors and successful real estate investors.

We understand that investors have high expectations regarding performance. Our target is to outperform the S&P 500 Index on an annual basis. Our approach is unique and stringent in terms of risk management.”

Fee Schedule:

Asset management fees are based on the market value of the Client’s assets under management.

Fees are billed and payable on a quarterly basis at the beginning of each calendar quarter.

Fees for initial and additional capital contributions, as well as closing withdrawals will be prorated based on the number of days remaining in that calendar quarter.

The fee schedule for assets under management is as follows:

  • 1.5% on the first $1 million*
  • 1.25% on the next $1 - $3 million
  • 1.0% on the next $3 - $5 million
  • 0.75% on the next $5 million and above
*Minimum fee of $7,500 a year, minimum account size is $500K.
** Fees may be negotiated separately on a case by case basis.