Gary Birdsall is a CFP-designated registered investment advisor at True Financial, LLC, based in New Orleans, LA, with 7 years of industry experience. Gary 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, Insurance Planning, and 3 more. Their firm serves 21 clients with $12M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
1100 Poydras Street, Suite 2900, New Orleans, LA, 70163
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 Activities
Gary is a voting board member at large for Bayou Country Children's Museum, a local children's museum, dedicating a few hours per week. He also maintains an active Louisiana attorney license but does not practice law or receive compensation for legal services.
Employment History
Current Registrations
True Financial, LLC
Previous Registrations
Hassell Wealth Management
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.