Gross Domestic Product, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,807,073
Clients
65
Advisors
1
of 2 employees
About
Gross Domestic Product, Inc. provides discretionary portfolio management and financial planning to individual clients, including high‑net‑worth individuals, as well as family offices, trusts, estates, private foundations and charitable organizations. Alongside traditional investment services the firm offers a broad set of auxiliary services, including concierge and special‑project support, third‑party tax preparation and coaching, and access to an online estate‑planning platform.
The firm constructs client‑specific portfolios that may include individual stocks and bonds, ETFs, mutual funds and REITs, typically pursuing a long‑term strategy while permitting shorter‑term trades when appropriate; its investment analysis draws on charting, fundamental, quantitative, cyclical and technical methods. Financial planning begins with an introductory session and client questionnaires and is supported by an online portal; accounts are managed on a discretionary basis with the ability for clients to impose reasonable restrictions.
Distinctive features include unusually extensive non‑investment services — concierge assistance that can cover personal, nonfinancial tasks, coordinated tax preparation and coaching delivered through third‑party providers, and use of the Wealth.com estate‑planning platform with advisor read‑only visibility — offerings that are less common among peers. The firm also discloses institutional custody relationships (Schwab and Altruist) that provide technology and platform support; those custodial arrangements furnish third‑party benefits tied to platform assets and represent a potential conflict of interest the firm acknowledges.
Client services
Expertise
Fee options
Fixed fees for financial planning, concierge, tax preparation, and estate planning services as described
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Hourly fees for financial planning and concierge services between $250 to $350; coaching services hourly rate up to $500
Minimum fee: Financial planning services minimum fixed fee of $3,000 Fee-only: Fixed fees for financial planning services ($3,000 minimum), concierge services (minimum $3,000), tax preparation ($1,000 to $3,000 billed by third-party), estate planning ($500 to $3,000 billed by Wealth.com)
Main office
Playa Del Rey CA
Advisors at this office
1
Most active in
California · Texas · Washington
Also doing business as
Crafted Wealth Management · Gdp Wealth · Gdp, Inc. · Gross Domestic Product, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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