GFP Private Wealth

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Client assets under management

$1,219,042,776

Clients

693

38% high-net worth

Advisors

of 30 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

347

Very High

Average account size

$1,759,080

About

GFP Private Wealth advises individuals (including high‑net‑worth clients), ERISA retirement plans, charitable organizations, other advisers, and private pooled vehicles. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan advisory services, and optional trustee, tax preparation and bill‑payment support.

The firm employs a mix of fundamental, technical, quantitative and qualitative analysis, emphasizes asset allocation and manager selection, and uses model portfolios and sub‑advisory relationships to implement client strategies. GFP serves as an ERISA fiduciary when advising retirement plans, conducts ongoing due diligence of third‑party managers, and is introducing technology enhancements such as limited AI use and automated proxy voting through a third‑party service.

What distinguishes GFP from many multi‑team peers is its role on both sides of the market: it acts as investment manager to private pooled funds that charge incentive (performance‑based) fees while also serving traditional wealth management clients (direct clients are not charged those incentive fees). The firm is embedded in an affiliated ecosystem — including Logix, Bull Harbor, Red Cedar and minority interests tied to North Square and the 4100 Group — and offers outsourced, family‑office style capabilities through affiliated platforms, creating affiliations and revenue arrangements the firm discloses and monitors.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Personal trustee services, bill pay, and tax prep assistance

Expertise

Tax strategies for small businesses Active portfolio management

Occupation focus

Founder/Business Owner Retired Executive

Demographic focus

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Fixed annual fees for Personal Trustee Services, Tax Preparation & Filing, and bill payment services, determined case-by-case

Percentage

$0 - $1,000,000: 0.3% to 1.0% (general range; specific tier not explicitly stated for below $1,000,000) $1,000,000 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.50%

Project-based

$70 to $350 per hour for certain services such as Personal Trustee Services, Tax Preparation & Filing, and bill payment services

Performance-based

Performance-based fees (Carried Interest) ranging from 5% to 15% on profits after hurdle rate apply only to certain private funds where GFP is investment manager; direct clients do not pay performance fees

Other

Account minimum: $1,000,000 generally required (negotiable in certain circumstances)

Main office location

GFP Private Wealth

1300 East Ninth Street, Suite 1900

Cleveland OH 44114, United States

Number of offices

Most active in

Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Kansas · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · Ohio · Pennsylvania · Tennessee · Texas · Virginia · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 833-309-9900

Advisors at this firm

Robert H

Series 63, Series 66

Cincinnati, OH

GFP Private Wealth

Robert Herman is a financial advisor at Logix Investments LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The 4100 Group and Gries Financial LLC. Herman serves as Chief Investment Officer for Logix, a wholly owned subsidiary of GFP, and is Chairman of Bull Harbor Capital, an affiliate of GFP. Logix Investments LLC provides discretionary and non-discretionary portfolio management to individuals, institutions, pension plans, and trusts, as well as sub-advisory services to third-party advisers. The firm employs a quantitative, dividend-focused asset allocation strategy and manages over $100 million in discretionary assets.

Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement

Kenneth B

Series 63, Series 65

Sarasota, FL

GFP Private Wealth

Kenneth Brodkowitz is a financial advisor with Bull Harbor Capital LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Gries Financial LLC since 2016. Outside of his advisory role, he serves as a consultant for Dreamfinders Land Bank, providing market insights and fundraising advice. Bull Harbor Capital LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, public and private equity, fixed income, and covered options.

Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement

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