our services
Our Commitment
We want to do business in a first-class way with first-class people. We don’t tolerate the careless, rude, or condescending. We don’t work with people looking for a quick fix, market-beating returns, or shaving corners to save a buck. We support our clientele by being trustworthy, loyal, helpful, friendly, courteous, and kind. We’re in this for the long haul. Life is too short to expect anything less from our team — or our clients.
Financial Planning Only
For financial planning services only, we are paid by retainer—we typically start at $3,000 and depending on the complexity of your situation our fee can be as high as $20,000.
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Financial Planning +
Asset Management
Our services start at 1% a year. Occasionally, this results in a fee that is too high (or too low) for the amount of work needed. Before we provide you with your quote, we’ll review the complexity of your situation, your portfolio, and the service we can offer to best serve you. We’ll mutually agree to the adjusted fee before we begin our work together.
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Frequently asked questions…
What are your average returns for clients? How much can you make me?
We manage each portfolio based on our client’s situation and risk tolerance. So, we can’t tell you what the “average” return is for our clients, but we will tell you what returns you might expect based on your risk tolerance and the allocation we’d recommend. Before we build your portfolio (or remodel your current portfolio) we’ll provide a comprehensive look at the mood swings you could expect in any 6-month period, walk you through portfolio stress tests to show you how your portfolio could perform bull and bear markets and other historic scenarios. In short, we will talk about what’s realistic to expect — and stress test the portfolio before we begin, so we don’t stress test you.
What are your average returns for clients? How much can you make me?
This is an in-depth review of your financial situation with advice tailored to you. We complete an analysis based on the service areas that the client requests. We then provide a detailed report that typically includes a cash flow/net worth projection, specific financial planning. recommendationsprsonalized investment advice. Meeting is billed at actual time involved. You graduate into the higher levels based on amount of complexity involved in your situation.
Let’s Chat
You’ve got questions, we’ve got answers. Book a complimentary consultation with us by clicking the button. You will have the opportunity to understand our process and see if we’re a good fit. We can’t wait to meet you.
Gross Domestic Product, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where GDP, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GDP, Inc. unless a client service agreement is in place.