Dave Reed
Dave Reed is a registered investment advisor at Gaddis Premier Wealth Advisors LLC, based in Durant, OK, with 21 years of industry experience. Dave operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,315 clients with $310M 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 $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
202 W Main, Durant, OK, 74701
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2018Customer Dispute
February 2012Other Business Activities
Dave is a board member of Denison Boys and Girls Club, dedicating minimal time. He also owns/operates Epsilon Holdings LLC, a real estate investment company, and spends full-time hours at Gaddis Premier Wealth Advisors.
Employment History
Current Registrations
Gaddis Premier Wealth Advisors LLC
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations8 states
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.