Gary Thomas is a PFS-designated registered investment advisor at Gt Financial, LTD., L.L.C., based in Mandeville, LA, with 16 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 24 clients with $50M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $2,500. Fees may be negotiable.
Fee Estimator
Location
#2 Sanctuary Boulevard, Suite 304, Mandeville, LA, 70471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gary is the sole shareholder of GT Financial, LTD, L.L.C., and also owns Gary M. Thomas, CPA P.C., a public accounting firm. He divides his time between the two businesses as needed.
Employment History
Current Registrations
Gt Financial, LTD., L.L.C.
State Registrations2 states
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