“We think of ourselves as a boutique firm — I flew, along with Carin, to a client’s home in Southern Colorado to help her go through her late husband’s files and get things in order. It is just what we do. We helped transfer all of the accounts, worked with the lawyer, and got the paperwork done.”
 

Sommer Vincent, GHPIA Client Relations Manager

Fee Structure

Your financial life. Managing it can be stressful. We know. That is why we created Personal Home Office. It consists of two broad offerings — our exclusive GHPIA ‘Personal Financial Assistant’ Service and Managed Personal Services.

Personal Financial Assistant
Imagine having your very own personal financial assistant. That is what you get with GHPIA, and it is all part of the regular asset management fees you pay. With this service, our associates help you with your personal financial affairs and confirm that you are comfortable with what we are doing for you. Here are some of the activities we perform on your behalf — from basic financial housekeeping matters to more high-level financial work. This GHPIA service not only saves you time, but gives you peace of mind.

  • Handle all initial account and asset transfer paperwork
  • Research and track down tax basis for transferred securities (coordinate with brokerage firms, review investment history, etc.)
  • Analyze financial documents — such as annuity contracts, insurance forms, class action lawsuits, revised pensions, estate paperwork
  • Track down lost stock certificates
  • Manage and automate recurring transactions and due dates — for example, IRA contributions & distributions, monthly cash transactions, estimated tax payments
  • Vote proxy materials on behalf of clients
  • Coordinate and advise on charitable contributions — such as whether to use appreciated securities, etc.

In summary, we coordinate many issues involving other financial institutions. We will set up a conference call on your behalf so that everyone involved better understands how to resolve a particular issue.

Managed Personal Services
GHPIA can also arrange for outside professionals to provide the following value-added services on a fee-for-service basis.

Keep Your Books: Through GHP Horwath, P.C., and other outside bookkeeping consultants, we can arrange for bookkeeping services to keep your accounts up-to-date and your bills paid on an ongoing basis.

Manage Your Medical Risks & Claims: We also work with experienced health care consultants that can help you get the coverage you require. These healthcare consultants provide invaluable expertise, complete confidentiality, and the personal attention and support you need.

Securely Store Important Documents: We can work with outside service providers to have your documents electronically stored on a secure server and provide you with online access to this information via your own secure, personal website.

We help coordinate Managed Personal Services with a variety of outside providers that may meet your needs.  Our clients can engage these service providers on a fee-for-service basis, and, if eligible, may use GHPIA's professional services reimbursement allowance program to help offset the cost. Of course, GHPIA will not pay service fees to any provider that does not comply with appropriate legal or regulatory requirements. Learn more about our fee structure.