Gary Bouch
Gary Bouch is a registered investment advisor at Oxinas Partners Wealth Management, based in Jeffersonville, IN, with 25 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 754 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oxinas Partners charges a fee based on the value of your investments, up to 2.40% annually. The fee is paid monthly, in advance. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. If Oxinas Partners recommends using independent investment managers, you will pay a separate fee to them, but the total blended fee will not exceed 2.50% annually.
Location
607 North Shore Drive, Suite 101, Jeffersonville, IN, 47130
Get directionsHistory
Regulatory History (3)
Regulatory
July 2010Customer Dispute
March 2009Customer Dispute
April 2008Other Business Activities
Gary owns Oxinas Holdings, LLC, a holding company for an office property, and Gary G. Bouch, LLC, formed for tax purposes, dedicating minimal time to each. He also has an investment in CaskX, a bourbon whiskey venture, but devotes no time to it.
Employment History
Current Registrations
Oxinas Partners Wealth Management
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations2 states
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.