GSG Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$854,282,537
Clients
182
Advisors
3
of 4 employees
About
GSG Advisors provides investment advisory and financial planning services primarily to high‑net‑worth individuals, families, closely held companies, and plan sponsors, and also works with trusts, estates and not‑for‑profit organizations. The firm offers investment supervisory services, separate account manager selection, pension/cash‑balance consulting, standalone financial plans, and ongoing consulting and wealth‑management portal access.
The firm’s investment process emphasizes asset allocation and portfolio structure, often implementing advice through third‑party managers and a manager‑of‑managers approach, with strategies that include long‑term holdings, option writing and periodic rebalancing; accounts may be managed on a discretionary or non‑discretionary basis and are reviewed at least quarterly. GSG generally looks to use diversified mutual funds, ETFs and separately managed accounts and monitors selected managers for continued fit with client objectives.
What is noteworthy about GSG compared with many peer teams is the breadth of affiliated business activities: principals are partners in a law firm that focuses on estate planning, operate an insurance agency, are involved as licensed real estate agents, and manage affiliated real estate and private‑equity vehicles (Sage Ventures, HEEL Ventures and related entities) that may be offered to clients. The firm manages roughly $862 million across about 180 client relationships—an unusually high level of assets per advisory principal—and discloses conflicts of interest from affiliate referrals while noting clients are under no obligation to use those affiliated services.
Client services
Expertise
Occupation focus
Fee options
Financial Planning and Consulting Services fees are fixed fees typically ranging from $10,000 to $50,000; Pension Consulting Services may also be charged at a flat fee.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,500,000: 0.70% $5,500,001 - $8,000,000: 0.50% $8,000,001 - $10,500,000: 0.30% $10,500,001 - $15,500,000: 0.25% $15,500,001 - $20,500,000: 0.15% $20,500,001+: 0.10%
Account minimum: $500,000 Minimum fee: Typical total minimum fee of about $10,000 for Pension Consulting Services Fee-only: Financial Planning fees typically range from $10,000 to $50,000; Consulting Services fees typically range from $10,000 to $50,000; Pension Consulting Services may also be charged as a flat fee.
Main office
307 Fellowship Road, Suite 210
Mt Laurel NJ 08054
Advisors at this office
3
Most active in
Florida · New Jersey · Pennsylvania
Also doing business as
Gsg Advisors LLC · Gsg Advisors, LLC · Life Wealth Advisory Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jon G
Series 66
Mt Laurel, NJ
GSG Advisors, LLC
Jon Greer is a financial advisor with GSG Advisors LLC in Mt. Laurel, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm and holds a New Jersey real estate license, engaging in licensed real estate activities. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, customizing strategies based on clients’ time horizons, tax considerations, and risk tolerance, and manages approximately $715 million in assets under management.
Joseph S
Series 66
Mt Laurel, NJ
GSG Advisors, LLC
Joseph Scocca is a financial advisor at GSG Advisors LLC with 22 years of industry experience and holds a Series 66 designation. He has been associated with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm specializing in estate and real estate matters. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, employing a variety of investment vehicles and regularly reviewing client portfolios to tailor strategies based on time horizons, tax considerations, and risk tolerance.
Christopher G
Series 63, Series 65
Mt. Laurel, NJ
GSG Advisors, LLC
Christopher Greer is a financial advisor with GSG Advisors, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with GSG Advisors since 2002. Outside of his advisory role, the firm owns an independent insurance agency. GSG Advisors provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, using a range of investment vehicles and conducting regular portfolio reviews tailored to clients’ time horizons, tax considerations, and risk tolerance.
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