Gary Simel
Gary Simel is a registered investment advisor at Flynn Zito Capital Management, LLC, based in Cushing, ME, with 33 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,073 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flynn Zito Capital Management offers two main investment management services:
- Comprehensive Wealth Management: The annual fee will not exceed 1.75% of the account value, billed quarterly in advance. This service includes investment management and financial planning.
- Investment Management: The annual fee will not exceed 1.65% of the account value, billed quarterly in advance. This service focuses on investment management only.
Fees are negotiable and may vary for legacy clients. LPL Financial collects the fees, and Flynn Zito receives a portion.
Location
Cushing, ME
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1997Other Business Activities
Gary operates under the DBAs Gary Simel Financial Strategies and Flynn Zito Capital Management for his LPL business, dedicating full-time hours to these investment-related activities. He also serves as a board member for a non-profit HOA, requiring minimal time.
Employment History
Current Registrations
Flynn Zito Capital Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chemical Investment Services CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations11 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.