Glen Smith is a CFP-designated registered investment advisor at Gds Wealth Management, based in Flower Mound, TX, with 21 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 866 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GDS Wealth Management charges a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.50%, depending on the size and composition of your portfolio, the services provided, and the advisor working with you. The fee is calculated each quarter, in advance, based on the value of your investments on the last day of the previous quarter.
Contact
Glen Smith
Location
2910 Lakeside Village Blvd, Flower Mound, TX, 75022
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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.
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Glen is the proprietor/owner of GGTLS and rental real estate. He is also a passive investor in Kaizen, a commercial real estate developer, and Hustle Clean, a cleaning product company.
Employment History
Current Registrations
Gds Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, 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.
Exams
Additional Information
Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client’s best interests.