Gary Dennis is a registered investment advisor at Gwd Capital Management, LLC, based in Coppell, TX, with 34 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWD Capital Management charges a percentage of your portfolio's value each year, billed quarterly in advance. The annual fee is negotiable, but will not exceed 2.0% of the portfolio's value. The specific percentage depends on whether it's an equity or fixed income portfolio. Transaction fees may be passed on to you.
Location
Coppell, TX
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Regulatory 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.
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Gary is President and has an ownership interest in LWD Investments, LLC, LWD Holdings, Inc., LWD Properties, LLC and LWD Properties II, LLC. He also has an ownership interest in LWD Holdings I, Ltd.
Employment History
Current Registrations
Gwd Capital Management, LLC
Previous Registrations
First Research FinancialBroker
Dls Capital Partners, INC.Broker
Principal Financial Securities,inc.Broker
Powell & Satterfield, INC.Broker
Southwest Securities, INC.Broker
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.