Robert Casey is a registered investment advisor at Gds Wealth Management, based in Flower Mound, TX, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. 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.
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.
Learn about disclosures →Other Business Activities
Robert is the owner/proprietor of Kids Castle Playcare in Spring, TX, since 2019. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Gds Wealth Management
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
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.