Fee-Only Fiduciaries

Pricing

Our transparent, commission-free fees are based solely on the assets we manage for you, typically ranging from 0.50% to 1.25%, so you always know exactly what you're paying for and the services you're receiving.

What Shapes Your Fee

Your advisory fee is based on a number of factors, including the size of your portfolio, the complexity of your financial picture, and the level of planning or investment management required. As your needs evolve, our guidance evolves with you, always tailored, never one-size-fits-all.

Our Pricing

As a fiduciary, GDS is committed to putting clients’ interests first in every aspect of our advisory relationship.

GDS Asset Management Fees

0.50% - 1.25%

Annual Fee, Billed Quarterly

We charge an advisory fee based on the value of the assets we manage, typically ranging from 0.50% to 1.25%.There are no commissions and no product-based incentives, just objective advice focused on your best interests.

As part of our relationship, you’ll receive personalized guidance across investment management, tax strategies, and legacy planning — included as part of our comprehensive advisory relationship, because we believe true service should be part of the relationship, not an add-on.

Pricing FAQs

Have questions? You're not alone. Here are some of the most common things people ask before getting started.

How do you get paid?

How much does it cost to come in and see a financial planner?

Do you have a minimum amount required to work with you?

Start Today with Transparent, Financial Planning

Our fee-only model is designed to reduce conflicts of interest by avoiding commissions or product-based incentives. Fees apply only to assets under management, and additional third-party costs may apply.

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