DG
DG
David Geschke is a registered investment advisor at The Mather Group, LLC, based in Dallas, TX, with 35 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
4,773 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$13.4B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Two Lincoln Centre, 5420 LBJ Freeway, Suite 535, Dallas, TX, 75240
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 1992Award / Judgment
Customer Dispute
March 1991Award / Judgment
Employment History
Current Registrations
The Mather Group, LLC
January 2026 - Present · 8 mos
Previous Registrations
Capital Analysts
April 2024 - April 2025 · 1 yr
Lincoln InvestmentBroker
April 2024 - April 2025 · 1 yr
Lincoln Investment
April 2024 - April 2025 · 1 yr
Avantax Advisory Services
November 2020 - February 2023 · 2 yrs 3 mos
Avantax Investment Services, INC.Broker
November 2020 - February 2023 · 2 yrs 3 mos
Hilltop Securities Independent Network INC.
May 2015 - December 2019 · 4 yrs 7 mos
Hilltop Securities INC.
April 2015 - December 2019 · 4 yrs 8 mos
Hilltop Securities Independent Network INC.Broker
April 2015 - December 2019 · 4 yrs 8 mos
Hilltop Securities INC.Broker
April 2015 - December 2019 · 4 yrs 8 mos
Ameriprise Financial Services, INC.
October 2009 - June 2014 · 4 yrs 8 mos
Ameriprise Financial Services, INC.Broker
January 2009 - June 2014 · 5 yrs 5 mos
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Rsm Mcgladrey, INC.
July 2002 - July 2003 · 1 yr
Ameriprise Advisor Services, INC.Broker
February 1993 - October 2009 · 16 yrs 8 mos
Gruntal & CO. IncorporatedBroker
January 1990 - January 1993 · 3 yrs
J. T. Moran & CO., INC.Broker
May 1988 - February 1990 · 1 yr 9 mos
Sherwood Capital, INC.Broker
February 1987 - June 1988 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.