Edward Gargas
Edward Gargas is a registered investment advisor at Gargas Investments LLC, based in Van Buren, MO, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 37 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
Fees are negotiable prior to the engagement. For non-management advisory services, fees range from 0.25% to 1.00%.
Fee Estimator
Location
1977 Cabin Drive, Suite 208, Van Buren, MO, 63965
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the managing member of Gargas Investment Properties, LLC and Gargas Insurance Solutions, LLC. He is also an IAR/CCO of Bagby Wealth Management since 2014.
Employment History
Current Registrations
Gargas Investments LLC
Previous Registrations
Bagby Wealth Management
Bagby Financial ServicesBroker
Northwestern Mutual Investment Services, LLCBroker
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.