Gabriel Mcmennamy is a registered investment advisor at Soulence Wealth Management, based in Amarillo, TX, with 4 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 393 clients with $95M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.30% |
Fees are negotiable and may vary among clients. When assets are allocated to third-party managers, the third-party managers charges a fee for their management, the third party management fee is in addition to the base advisory fee and will be included into the total fee charged and collected from you.
Fee Estimator
Location
Amarillo, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gabriel owns SEF Futures and Sakita LLC, both investment-related, and dedicates nearly full-time hours to each. He is also a Wealth Advisor at Soulence Tax & Wealth Advisors, spending nearly full-time hours providing financial and advisory services, and a partner in Rare Research and Development, spending minimal time on decorative lighting.
Employment History
Current Registrations
Soulence Wealth Management
Previous Registrations
Soulence Wealth Management, LLC
Corecap Advisors
Cambridge Investment Research Advisors, INC.
Kestra Advisory Services, LLC
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.