Gary Estes
Gary Estes is a registered investment advisor at Perryman Financial Advisory, INC., based in Cleburne, TX, with 15 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 452 clients with $800M 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 $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable in certain situations.
Fee Estimator
Location
907 A W. Henderson Ste A, Cleburne, TX, USA
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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 Activities
Gary is a one-third owner of rental property located at West Henderson Professional Building. He is also the president and 1% owner of Garmarjon, LLC, an oil and gas company.
Employment History
Current Registrations
Perryman Financial Advisory, INC.
State Registrations1 state
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