Gps Wealth Strategies Group, LLC

CRD#285507
Investment Advisor Firm

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Overview

Gps Wealth Strategies Group, LLC is an advisory firm located in Englewood, Colorado. Gps Wealth Strategies Group, LLC handles $879.9 million in assets throughout 4,514 customer accounts, making it one of the larger firms in the United States by assets under management (AUM). It has a small team, including 22 financial advisors. Gps Wealth Strategies Group, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as equities, bonds and options.

Gps Wealth Strategies Group, LLC manages the majority of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring the client's authorization. It also oversees 133 non-discretionary accounts totaling $71.7 million in assets. The company supervises an average of $194,927 in assets for each customer account. The average financial advisor at Gps Wealth Strategies Group, LLC oversees about 205 client accounts.

The company's headquarters is at 6484 South Quebec Street, Englewood, Colorado 80111. The company is allowed to serve clients throughout 33 U.S. states and territories.

Assets Under Management

$879.9 million

Number of Advisors

22

Disclosures

No

Office Location

6484 South Quebec Street
Englewood, CO 80111

Gps Wealth Strategies Group, LLC by the Numbers

Total Assets Under Management

$879.9 million

National Average: $8.6 billion
Total Number of Employees

36

National Average: 64
Total Number of Accounts

4,514

National Average: 375,227
Average Account Size

$194.9 thousand

National Average: $23.0 thousand
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Products and Services

Gps Wealth Strategies Group, LLC offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. In the past financial year, the firm provided 11-25 of its accounts with financial planning services. The company does sell products or offer services apart from investment advisory services to its clients. Gps Wealth Strategies Group, LLC is also affiliated with a number of other service providers in the financial services industry, including with an accountant or accounting firm and insurance company or agency.

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 46% of firms

    Portfolio Management

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

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    Market Timing Services

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

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Financial management fees largely vary depending on the services provided. Fee types billed by Gps Wealth Strategies Group, LLC most likely are comprised of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

Available

  • Offered by 69% 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 32% 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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Types of Clients

The company works with a broad range of customers. Gps Wealth Strategies Group, LLC caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 4,514 clients, Gps Wealth Strategies Group, LLC's biggest client by number of accounts is retail investors, although it also manages money for 726 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 25.12%
  • Other Individuals - 73.84%
  • Corporations - 0.8%
  • Charitable Organizations - 0.24%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Gps Wealth Strategies Group, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Gps Wealth Strategies Group, LLC

Ryan Nuu
Littleton, CO
Levi Knutson
Englewood, CO
Alexander Goldstein
Englewood, CO
Kathryn Lizotte
Englewood, CO
Courtney Rosepink
Englewood, CO
Jeffrey Hutcheson
Littleton, CO
Madison Gore
Englewood, CO
Darla Douglas
Englewood, CO
Anna Graff
Englewood, CO

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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