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Gary Peckham

19 Years of Experience
Weatherford, TX

Gary Peckham is a registered investment advisor at Rydar Equities, INC., based in Weatherford, TX, with 19 years of industry experience. Gary 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. Their firm serves 107 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
107 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$150.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.80%
$2.5M - $5.0M0.75%
$5.0M - $15.0M0.50%
$15M+0.40%

Fees are negotiable based upon certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3851 Fort Worth Hwy, Weatherford, TX, 76087

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Gary is a part-time professor at the University of Texas - Permian Basin, teaching finance and management classes. This takes about half of Gary's time.

Employment History
Current Registrations
Rydar Equities, INC.
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Rydar Equities
September 2011 - December 2015 · 4 yrs 3 mos
Investment Professionals, INC.
June 2009 - September 2010 · 1 yr 3 mos
Hfg Advisors, L.L.C.
February 2006 - December 2006 · 10 mos
MML Investors Services, INC.
April 2005 - October 2008 · 3 yrs 6 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Gary Peckham - Financial Advisor | TrueAdvisor