Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
4800 Bee Caves Road, Austin, TX, 78746
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gay services term insurance contracts sold before 2018, dedicating minimal time to this activity. Gay also works as an investment advisor representative for Stirling Capital Management and a registered representative for B.B. Graham & Company, spending nearly all of their time on these investment-related activities, and is a managing member of GM Northwest Holdings, LLC, a rental property.