Gary Downs is a PFS-designated registered investment advisor at D & T Financial Advisors, INC., based in Concord, CA, with 28 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $87M 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 $200K | 1.50% |
| $200K - $499K | 1.25% |
| $499K - $999K | 1.00% |
| $999K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts of $5,000,000 or greater. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
1985 Bonifacio Street #201, Concord, CA, 94520
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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 partner and CPA at Jackson, Downs & Tsuruda CPA's, providing accounting, tax, and financial consulting services since 1991. This takes nearly full-time, with 3-4 hours per day during trading hours.
Employment History
Current Registrations
D & T Financial Advisors, INC.
State Registrations1 state
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