DG

Donald Allen Gearhart

45 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
21 clients
Average Client Portfolio
$724K average
Assets Under Management
$15.2M

Fee Structure

Minimum Investment:$50K
Hourly Rate:Up to $250/hr

Fees for portfolio management are charged as a percentage of assets under management. For assets between $50,000 and $250,000, the fee ranges from 1.00% to 2.00%. For assets between $250,000 and $1,000,000, the fee ranges from 0.65% to 2.00%. Fees for assets over $1,000,000 are negotiable. If a third-party advisor is selected, their fee schedule will apply. Management fees are generally deducted from client accounts at the end of each calendar quarter, but clients can elect to be billed directly. Fees may be negotiable under certain circumstances. Hourly charges are not to exceed $250.00 per hour, or fees exceeding 2% of assets annually. WCSI generally requires accounts have a minimum of $50,000 when opened, however the minimum may be waived in certain circumstances.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

Canyon Lake, TX

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Regulatory History (1)
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Regulatory
October 1997
Final
Employment History
Current Registrations
World Choice Securities, INC.
June 2006 - Present · 19 yrs 7 mos
World Choice Securities, INC.
September 2004 - Present · 21 yrs 4 mos
World Choice Securities, INC. Broker
September 2004 - Present · 21 yrs 4 mos
Previous Registrations
The (wilson) Williams Financial GroupBroker
June 2004 - September 2004 · 3 mos
The (wilson) Williams Financial GroupBroker
May 2003 - May 2004 · 1 yr
Blue Marble Financial, LLCBroker
September 2001 - June 2003 · 1 yr 9 mos
Frost Brokerage Services, INC.Broker
December 1999 - April 2001 · 1 yr 4 mos
First Union Securities, INC. Broker
September 1997 - December 1999 · 2 yrs 3 mos
Everen Securities, INC. Broker
September 1997 - September 1997 · 0 mos
Service Asset Management CompanyBroker
December 1995 - October 1997 · 1 yr 10 mos
Service Asset Management CompanyBroker
June 1991 - December 1995 · 4 yrs 6 mos
Finser Investment CompanyBroker
June 1986 - June 1991 · 5 yrs
E. F. Hutton & Company INCBroker
May 1977 - November 1978 · 1 yr 6 mos
Rotan Mosle INC.Broker
April 1974 - May 1977 · 3 yrs 1 mo
Dean Witter & CO. IncorporatedBroker
May 1973 - June 1974 · 1 yr 1 mo
Dean Witter & CO. IncorporatedBroker
April 1972 - May 1973 · 1 yr 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Donald Allen Gearhart - Financial Advisor | AdvisorDiscover