Gerald Barnes
Gerald Barnes is a registered investment advisor at Fsg Financial Services, INC., based in Sun City, AZ, with 8 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 138 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The annual investment advisory fee is based on the total value of your portfolio, not to exceed 1% plus a sub-advisor fee of 0.35%, for a total fee of up to 1.35%. The annual fee may be negotiable.
Fee Estimator
Location
10001 W. Bell Road, Suite 148, Sun City, AZ, 85351
Get directionsHistory
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
Gerald is an insurance agent with Financial Security Group of AZ, Inc., selling fixed and index annuities since 2015. This activity takes about half of Gerald's time.
Employment History
Current Registrations
Fsg Financial Services, INC.
Previous Registrations
Client One Securities LLC
Client One Securities LLCBroker
Onpointe Advisory and Financial Services, LLC
State Registrations3 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.