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Gary Heady

18 Years of Experience
Columbia, SC

Gary Heady is a registered investment advisor at H I Management Services INC., based in Columbia, SC, with 18 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. Their firm serves 95 clients with $6.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
95 clients
Average Client Portfolio
$69K average
Assets Under Management
$6.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Columbia, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
H I Management Services INC.
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
Heady, Gary J.
January 2008 - December 2014 · 6 yrs 11 mos
State Registrations1 state
SC
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.