GD
CFP
GD
CFP

Gary Desjardins

26 Years of Experience
Salisbury, MD

Gary Desjardins is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Salisbury, MD, with 26 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
9,973 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$34.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1405 Wesley Drive, Suite 32, Salisbury, MD, 21801

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wealthspire Advisors
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Wealthspire Advisors
May 2002 - October 2021 · 19 yrs 5 mos
Eichelberger Griesser Eddy & Alms INC
March 2000 - December 2004 · 4 yrs 9 mos
State Registrations1 state
MD
Advisor

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.

Exams
No exam information available for this advisor.
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