Dexter Gary
Dexter Gary is a registered investment advisor at Blue Cypress Wealth Management, LLC, based in Baton Rouge, LA, with 9 years of industry experience. Dexter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 60 clients with $15M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Family member accounts living in the same household may be combined to reach lower fee breakpoints.
Fee Estimator
Location
Baton Rouge, LA
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
Dexter is an independent insurance agent since 2019, researching carriers, writing applications, and servicing policies. This activity requires a few hours per week.
Employment History
Current Registrations
Blue Cypress Wealth Management, LLC
Previous Registrations
Blue Cypress Wealth Management, LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
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.
Exams
More Advisors
- Sean Matassa, CFP, ChFCEdward Jones
- Matthew Kubicek, CFPMariner Independent
- Anthony Sheldon, ChFCState Farm Investment Management CORP.
- Debbie Lumpkin, CFPWells Fargo Advisors
- Brendan Hays, CFPCetera Investment Advisers LLC
- Clarence Elliott, CFPNewedge Advisors