Gary Reneau is a CFA-designated registered investment advisor at Ihp Wealth Management, based in Morristown, NJ, with 16 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are billed quarterly in advance or arrears as agreed.
Fee Estimator
Location
Morristown, NJ
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 the CEO/CIO/CCO of Indian Head Partners LLC, a registered investment advisor. He is also involved in various consulting and advisory roles, including for The Conscious Fund, Kensington Asset Management, WellDOG, Pago Pronto, and Settlements Now LLC.
Employment History
Current Registrations
Ihp Wealth Management
Pickwick Capital Partners, LLC
Pickwick Capital Partners, LLCBroker
Previous Registrations
Ihp Wealth Management
Silver Leaf Partners, LLCBroker
Meridian Equity Partners, INC.Broker
Hudson Securities,inc.Broker
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.