Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GSA offers investment management services for an annual fee based on a percentage of your portfolio's average daily balance, up to a maximum of 1.0%. This fee is in addition to other fees, such as those charged by the funds in your portfolio. Financial planning services are offered for a fee outlined in the financial planning agreement. GSA may waive or negotiate fees in certain instances at its discretion. GSA generally requires a minimum of $500,000 in assets under management and generally $5,000 in minimum annual gross fees for GWM but has discretion to accept lower amounts.
Areas of Practice
Advisor Information
Office location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
Get directionsRegulatory History
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 Activities
Kimberly works as an hourly employee at Jet's Pizza, assisting with delivery and restaurant duties. This takes about 10-20% of her time and is not investment-related.