{"url":"https://nivawealth.com/firms/global-portfolio-solutions-333381","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333381","regulatoryAum":127696231,"crd":"333381","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6977085","suffix":null,"lastName":"Cross","firstName":"Trevor","middleName":"Robert"},{"crd":"1943251","suffix":null,"lastName":"JONES","firstName":"WILLIAM","middleName":"JOSEPH"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-05","regulatoryAum":124014243,"clients":70,"employees":3,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":127696231,"clients":85,"employees":3,"offices":3}],"secFileNumber":"801-131396","legalName":"Global Portfolio Solutions, Inc.","displayName":"Global Portfolio Solutions","slug":"global-portfolio-solutions-333381","website":"https://globalportfoliosolutions.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/gpsinvest/about/","founded":null,"organization":"Arizona corporation","fiscalYearEnd":"December","headquarters":{"street":"7702 East Doubletree Ranch Road, Suite 300","city":"Scottsdale","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85258"},"tradeNames":[],"registration":{"secApproved":"5 November 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1502308.6,"staff":{"employees":3,"advisory":2,"brokerDealerReps":2,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":127696231,"discretionary":127696231,"discretionaryAccounts":352,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":52,"regulatoryAum":21268471},{"label":"High-net-worth individuals","clients":33,"regulatoryAum":106427760}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027962","versionId":1027962,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-26","documentName":"GPS INVESTMENTS DISCLOSURE BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"Standalone financial planning services are a fixed engagement fee ranging from $1,500 to $10,000 per engagement, which may be negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027962","versionId":1027962,"submittedOn":"2026-03-26","documentName":"GPS INVESTMENTS DISCLOSURE BROCHURE"},{"role":"other","program":"Retirement plan advisory services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027962","versionId":1027962,"submittedOn":"2026-03-26","documentName":"GPS INVESTMENTS DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:52:42.099284+00:00","documents":[{"name":"GPS INVESTMENTS DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027962","versionId":1027962,"submittedOn":"2026-03-26"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":1568554},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":79294725},{"name":"Capital Client Group, Inc.","shortName":"Capital Client Group","location":"Los Angeles, CA","smaAssets":14001906}],"custodyNote":"Global Portfolio Solutions does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"William Jones","title":"Founder and Chief Executive Officer","crd":"1943251"},{"name":"Trevor Cross","title":"Chief Compliance Officer","crd":"6977085"}],"ownership":[{"label":"William Jones","detail":"Founder and chief executive officer in the 75% or more ownership band and a control person, since September 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"7702 East Doubletree Ranch Road, Suite 300","city":"Scottsdale","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"602-558-1211","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":69},{"label":"Cash and cash equivalents","percent":6},{"label":"Other","percent":6,"detail":"Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333381/PDF/333381.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027962","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Global Portfolio Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Global Portfolio Solutions offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Global Portfolio Solutions charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Global Portfolio Solutions use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Global Portfolio Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Global Portfolio Solutions invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Global Portfolio Solutions?","answer":"Global Portfolio Solutions’ direct owner is William Jones (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global Portfolio Solutions get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Global Portfolio Solutions?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}