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Gary Cox

Gtc Wealth Solutions, LLC
19 Years of Experience
Redondo Beach, CA
1 Disclosure
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Gary Cox is a registered investment advisor at Gtc Wealth Solutions, LLC, based in Redondo Beach, CA, 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 High Net Worth, Investment Management, Retirement Planning.

Gtc Wealth Solutions, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are applied on a blended, graduated basis and are negotiable downward.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Redondo Beach, CA

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History

Regulatory History (1)
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Regulatory
October 2000
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gary is a Vice President at AssetMark Investment Solutions of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. He dedicates full-time hours to this role.

Employment History
Current Registrations
Gtc Wealth Solutions, LLC
September 2026 - Present · 1 mo
Previous Registrations
Assetmark Brokerage, LLCBroker
August 2014 - April 2026 · 11 yrs 8 mos
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Assetmark, INC.
May 2011 - April 2026 · 14 yrs 11 mos
Capital Brokerage CorporationBroker
October 2008 - November 2013 · 5 yrs 1 mo
Neuberger Berman, LLC
October 2006 - March 2008 · 1 yr 5 mos
Neuberger Berman, LLCBroker
March 2006 - March 2008 · 2 yrs
State Registrations1 state
CA
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.
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