Derick Gant
Derick Gant is a registered investment advisor at Gant Investment Advisors, INC., based in Toledo, OH, with 34 years of industry experience. Derick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable and range from 0.25% to 1.10% annually, depending on the complexity of the account.
Fee Estimator
Location
5577 Airport Hwy., Suite 200, Toledo, OH, 43615
Get directionsHistory
Regulatory History (6)
Judgment / Lien
August 2018Judgment / Lien
April 2018Judgment / Lien
April 2018Judgment / Lien
March 2018Judgment / Lien
March 2017Regulatory
September 2006Other Business ActivitiesSells Insurance
Derick provides budget planning and debt reduction consulting through Smart Money Management. He also sells insurance and annuity products, starting in 2009.
Employment History
Current Registrations
Gant Investment Advisors, INC.
Previous Registrations
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Mutual Service CorporationBroker
Gant Investment Advisors, INC.
Royal Alliance Associates, 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.