Teresa Gast is a registered investment advisor at Privus Financial, LLC, based in Irving, TX, with 24 years of industry experience. Teresa 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 86 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Privus Financial charges an annual fee of up to 1.00% of the value of the portfolio, billed quarterly in arrears. Alternatively, clients can choose a fixed monthly fee of up to $2,500. Third-party investment managers recommended by Privus Financial charge separate management fees, and Privus Financial receives up to 50% of the total annual asset management fee charged by the third-party manager.
Fee Estimator
Location
Tower 909 Building, 909 Lake Carolyn Parkway, Suite 100, Irving, TX, 75039
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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 ActivitiesSells Insurance
Teresa maintains a less than 2% ownership interest in Tectonic Holdings, LLC and T Acquisition, Inc. Tectonic Holdings owns affiliated advisory, broker-dealer, and insurance firms, while TAI owns a national bank.
Employment History
Current Registrations
Privus Financial, LLC
Previous Registrations
Cain, Watters & Associates, LLC
State Registrations1 state
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
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