Firm
GS Investments
Eagan, Minnesota
Fee-only
GS Investments at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 3 employees and 77 individual clients, 35 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 176 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Eagan, Minnesota |
|---|---|
| Website | gsinvestments.com |
| Phone | (612) 371-0590 |
GS Investments fees
GS Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $192 million |
| Individual clients | 42 |
| High-net-worth clients | 35 |
| Accounts managed | 176 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-56317) |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 107782 |
Advisors at this firm (2)
Other fee-only firms in Minnesota
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