Gsi Financials fees and pricing

Financial planner in Eastham, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 7, 2025, Gsi Financials charges an annual fee of $7,800⁠-⁠$9,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 7, 2025. Fees can change, so confirm with the firm before you hire them.

Annual fee: $7,800⁠-⁠$9,000/yr; “Investment Advisory Services – (Subscription Plan) Account Types Individuals Couples Annual Retainer $7,800 $9,000 GSI Financials offers a subscription plan investment advisory service.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Wealth Management Services – (Asset Management Plan) Investment advisory fees are paid quarterly in advance pursuant to the terms of the investment advisory agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“The annual fee is a flat fee payable in advance on a monthly basis.”

Its annual fee of $7,800-$9,000 spans the Massachusetts median of $8,250. 52% of the 62 other Massachusetts planners that publish an annual fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Employees: 2
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 325689
Website: gsifinancials.com (opens in new tab)
Phone: (732) 259-8703

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.