Global Portfolio Solutions provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Global Portfolio Solutions reports 85 clients. They include 52 individual clients and 33 high-net-worth individuals. Of its assets, 100.0% ($128M across 352 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 17% |
| High-net-worth individuals | 39% | 83% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 52 | $21.3M | 16.7% | $409K |
| High-net-worth individuals | 33 | $106M | 83.3% | $3.23M |
| Total | 85 | $128M | 100% | $1.5M |
- Clients
- 52
- Regulatory AUM
- $21.3M
- AUM share
- 16.7%
- Avg. per client
- $409K
- Clients
- 33
- Regulatory AUM
- $106M
- AUM share
- 83.3%
- Avg. per client
- $3.23M
Total
- Clients
- 85
- Regulatory AUM
- $128M
- AUM share
- 100%
- Avg. per client
- $1.5M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Global Portfolio Solutions charges up to 2.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Standalone financial planning services are a fixed engagement fee ranging from $1,500 to $10,000 per engagement, which may be negotiable.
- Retirement plan advisory services
- Annual asset-based fee of up to 2.00%, billed monthly or quarterly in advance or arrears, which may be negotiable but shall not exceed the stated range.
William Jones owns 75% or more of Global Portfolio Solutions. William Jones is CEO; the leadership team includes Chief Compliance Officer Trevor Cross. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Global Portfolio Solutions, Inc.
William Jones
Control person · since September 2024
Global Portfolio Solutions’ regulatory assets went from $124M (March 2025) to $128M (March 2026); clients rose from 70 to 85 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $128M | 85 | 3 | 3 |
| Mar 2025March 2025 | $124M | 70 | 3 | 1 |
Besides its headquarters, Global Portfolio Solutions has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Arizona · 1 listed address
- 7702 East Doubletree Ranch Road, Suite 300, ScottsdaleHQ
Contact and registration details
- Legal name
- Global Portfolio Solutions, Inc.
- Headquarters
- 7702 East Doubletree Ranch Road, Suite 300, Scottsdale, AZ 85258
- Website
- globalportfoliosolutions.com
- Phone
- 602-558-1211
- @gpsinvest
- SEC file
- 801-131396
- Structure
- Arizona corporation
- Fiscal year end
- December
Global Portfolio Solutions’ named custodians for separately managed accounts are Fidelity ($79.3M, 84%), Capital Client Group ($14M, 15%) and Fidelity ($1.57M, 2%). Global Portfolio Solutions does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $1.57M2%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $79.3M84%
- Capital Client GroupCapital Client Group, Inc. · Los Angeles, CA · $14M15%
At year end, Global Portfolio Solutions’ separately managed accounts were mostly in funds (69%) and stocks (14%).
What the accounts hold
- Stocks14%
- Funds69%
- Bonds5%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash6%
- Other6%
- Annuities6%
How many clients does Global Portfolio Solutions have?
Global Portfolio Solutions has 85 clients and manages $128 million for them, as of March 2026. They include 52 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Global Portfolio Solutions offer?
Global Portfolio Solutions provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Global Portfolio Solutions charge?
Global Portfolio Solutions charges up to 2.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: GPS INVESTMENTS DISCLOSURE BROCHURE, filed 26 March 2026
Which custodians does Global Portfolio Solutions use?
Global Portfolio Solutions’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $79.3M, Capital Client Group, Inc. (Los Angeles, CA), with $14M and National Financial Services LLC (Boston, MA), with $1.57M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Global Portfolio Solutions have?
Global Portfolio Solutions has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Global Portfolio Solutions invest in?
At the end of its last fiscal year, Global Portfolio Solutions’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 6% cash and equivalents, 6% other, 4% state and local bonds and 1% investment grade corporate bonds. The 6% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Global Portfolio Solutions?
Global Portfolio Solutions’ direct owner is William Jones (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Global Portfolio Solutions get paid?
Global Portfolio Solutions is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Global Portfolio Solutions?
Global Portfolio Solutions’ main office is at 7702 East Doubletree Ranch Road, Suite 300, Scottsdale, AZ 85258. Its phone number is 602-558-1211. Its website is globalportfoliosolutions.com.