Gp Analytics

CRD#290085
Investment Advisor Firm

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Learn more about Gp Analytics

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Gp Analytics operates as a financial advisor company that has its headquarters in San Rafael, California. The company administers $11.7 million in total assets across four customer accounts. It has a small group of one employee who is a financial advisor. Gp Analytics is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, bonds and equities.

    Gp Analytics manages all of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing client consent. The company's typical account size is $2.9 million. Under $100,000 of its financial planning investments were in securities, with under $100,000 placed in non-securities. The typical advisor at Gp Analytics oversees around four client accounts, making it one of the most individualized firms in the country.

    The company's central office is at 1005 A St., San Rafael, California 94901. The firm is registered to provide services to customers in the state of California.

    Assets Under Management

    $11.7 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    1005 A St.
    San Rafael, CA 94901

    Gp Analytics by the Numbers

    Total Assets Under Management

    $11.7 million

    National Average: $9.0 billion
    Total Number of Employees

    1

    National Average: 71,771
    Total Number of Accounts

    4

    National Average: 4,329
    Average Account Size

    $2.9 million

    National Average: $2.1 million
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    Products and Services

    Financial services provided by Gp Analytics can include financial planning services and portfolio management for individuals and small businesses. In the last fiscal year, it provided 1-10 of its accounts with financial planning services. The firm does not sell products or offer services aside from investment advisory services to its investment advisory clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 47% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees for financial management largely are based on which service is offered. However, fees charged by the company can be comprised of some blend of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm. It has the ability to withdraw the charges directly from client accounts.

    Available

    • Offered by 70% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 33% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Gp Analytics does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Gp Analytics

    Robert Ginis
    San Rafael, CA

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