DA
CFP
DA
CFP

Daniel Amador

6 Years of Experience
Flower Mound, TX

Daniel Amador is a CFP-designated registered investment advisor at Gds Wealth Management, based in Flower Mound, TX, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,082 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
1,082 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary between 0.50% and 1.50% depending on portfolio size, composition, and services rendered. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2910 Lakeside Village Blvd, Flower Mound, TX, 75022

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gds Wealth Management
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Schwab Wealth Advisory, INC.
March 2021 - October 2023 · 2 yrs 7 mos
Charles Schwab & CO., INC.
February 2020 - March 2021 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
November 2019 - October 2023 · 3 yrs 11 mos
State Registrations1 state
TX
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.
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