Gary Pankratz is a registered investment advisor at The Clarus Group, based in Houston, TX, with 39 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 613 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Clarus Group's investment advisory fees range from 0.50% to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The total blended fee, including The Clarus Group’s fee and any independent manager’s fee, will not exceed 2.50% annually.
Location
520 Post Oak Blvd., Suite 750, Houston, TX, 77027
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2005Customer Dispute
April 2001Customer Dispute
November 1997Employment History
Current Registrations
The Clarus Group
Previous Registrations
Clarus Wealth Group
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.