Gary Chidsey is a registered investment advisor at Lexaurum Advisors, based in Medina, OH, with 15 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.
Fee Estimator
Location
404 North Court St., Medina, OH, 44256
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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 ActivitiesSells Insurance
Gary is the Chairman for Medina County Young Professionals Association, dedicating minimal time. He is also an IAR for LexAurum Advisors, LLC, spending about half his time on financial planning, and provides financial advisory services through Lazor Financial, spending a few hours per week.
Employment History
Current Registrations
Lexaurum Advisors
Integrity Alliance, LLC.Broker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations7 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.
Exams
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