Our Portfolio & Wealth Management Fee Structure | GHP Investment Advisors
search Search

Here's How it Works

We charge a fee for the initial financial plan. It varies based on the complexity of your plan, but it is straightforward and spelled out in advance. As long as you are an asset management client of GHP Investment Advisors, Inc., you do not have to pay for updates to your financial plan—it is simply part of the service we provide.

Asset Management Fees

Equity Assets Under Management  Annual Fee¹
$1-$999,999 1.00 %
$1,000,000-$1,999,999 0.90 %
$2,000,000-$2,999,999 0.80 %
$3,000,000-$3,999,999 0.70 %
$4,000,000-$4,999,999 0.60 %
$5,000,000-$14,999,999 0.50 %
$15,000,000-$24,999,999 0.45 %
$25,000,000-$49,999,999 0.40 %
$50,000,000-$74,999,999 0.35 %
$75,000,000 and above 0.30 %

Fees for asset management services are based on a percentage of your assets under management.  Fees are calculated at the end of each calendar quarter using an incremental tiered fee structure that declines as assets increase.  Fixed income is charged at a flat rate of 0.50% until the value of the equity investment reaches $15M at which point, fixed income is billed at the same rate as the incremental equity fees. There is no charge for cash under management. 


Professional Services Reimbursement Allowance (PSRA)

GHP Investment Advisors, Inc. (GHPIA) recognizes that effective wealth management often involves the blending of various professional services. To help offset the cost of these services, GHPIA created our Professional Services Reimbursement Allowance (PSRA) program. Through this program, eligible clients receive an annual reimbursement allowance which they may apply to the cost of qualified third party professional services. Asset management clients who pay standard management fees on $1 million or more of equity assets may be eligible to receive an annual reimbursement allowance of $1,000 or more. Examples of professional services include (but are not limited to) tax preparation, legal advice, estate planning, or business consulting.

Financial Planning Reimbursement

To help offset the cost of the initial financial plan, GHP Investment Advisors (GHPIA) provides qualified asset management clients with a reimbursement allowance according to the schedule below.

fpo illustration

Equity Assets Under Management Reimbursement for Financial Planning Services Professional Services Reimbursement Allowance
$500,000-$999,999 $1,000 $0
$1,000,000-$1,999,999 100% $1,000
$2,000,000-$2,999,999 100% $2,000
$3,000,000-$5,000,000* 100% $3,000

*Please note, if you have equity assets in excess of $5,000,000, you may be eligible to receive an additional $1,000 professional services reimbursement allowance for each $2,000,000 in incremental equity assets under management. 

The maximum Professional Services Reimbursement Allowance is $25,000 per year. 

Want to learn more about your wealth?
Talk to us.