Gary Stanislawski
Gary Stanislawski is a CFP-designated registered investment advisor at Drawbridge Capital, based in Tulsa, OK, with 31 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 951 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Drawbridge Capital charges a percentage of your portfolio's value each year. The exact fee can be negotiated, but will not exceed the following:
- $15,000 - $99,999 — 2.00%
- $100,000 - $249,999 — 1.90%
- $250,000 - $499,999 — 1.80%
- $500,000 - $999,999 — 1.65%
- $1,000,000 - $1,999,999 — 1.50%
- $2,000,000 - $2,999,999 — 1.40%
- $3,000,000 - $3,999,999 — 1.30%
- $4,000,000 – $4,999,999 — 1.20%
- $5,000,000 + — 1.10%
If your account falls below $15,000, Drawbridge Capital may ask you to terminate the account.
Location
7134 S.Yale Ave, Ste 700, Tulsa, OK, 74136
Get directionsHistory
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
Gary has several business activities, including non-variable insurance sales since 2002, real estate rental since 2012, and teaching community education classes. He also dedicates about half his time to providing investment advisory services through Drawbridge Capital, LLC and minimal time to insurance agency activities through Regent Financial Services, Inc.
Employment History
Current Registrations
Drawbridge Capital
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Regent Financial Services, INC.
LPL Financial LLC
Raymond James Financial Services, INC.Broker
Sun Investment Services CompanyBroker
State Registrations29 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.