Gary Ackerman
Gary Ackerman is a registered investment advisor at Financial Advisory Services, based in Richmond, VA, with 22 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees over $10,000,000 are negotiable. FAS receives 20% of the total investment management fees earned by MCP after the receipt of such fees.
Fee Estimator
Location
Richmond, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Gary is a real estate agent, spending about 11 hours per week. He also manages Business Transition Services, Inc., providing continuing education, property management, and consulting, dedicating about 11 hours per week. Gary is also an investment advisor representative and part owner of Financial Advisory Services LLC.
Employment History
Current Registrations
Financial Advisory Services
Previous Registrations
Concorde Investment Services, LLCBroker
J.P. Turner & Company, L.L.C.Broker
Centaurus Financial, INC.Broker
Morse Capital Partners, LLC
Mcl Financial Group, INC.Broker
Morse Capital Partners, LLC
Capwest Securities, INC.Broker
United Securities Alliance, INC.Broker
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.