Gps Financial, LLC

GPS Financial, LLC is a financial advisory firm based in Pittsford, NY, established in September 2017 by principal owner Brian Imrich. The firm specializes in providing One Time & Ongoing Financial Planning Services and Ongoing Investment Management Services. GPS offers tailored financial planning services, including Full Financial Planning, Project & Meeting Financial Planning, and Hourly Financial Planning. The firm's investment strategy focuses on capital preservation and risk management, utilizing behavioral economics and asset allocation strategies. Clients with assets exceeding $200,000 receive Asset Management and Financial Planning services for a single fee, while those with less than $200,000 may be charged a separate fee for financial planning services. GPS manages $57,761,363 in discretionary accounts as of December 31, 2024. The firm charges fees based on a tiered or flat fee percentage of assets for Ongoing Portfolio Management, with a maximum annual fee of 1.25%. Clients are billed quarterly or monthly in advance based on the last day of the previous month or quarter. GPS does not accept performance-based fees, acts as a fiduciary, and does not participate in wrap fee programs. Clients have investment discretion over their accounts, and GPS does not vote on client securities. The firm does not provide financial information in the brochure.