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Perry Gaddis

2 Years of Experience
Clawson, MI

Perry Gaddis is a registered investment advisor at Mcqueen Financial Advisors II, INC., based in Clawson, MI, with 2 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
118 clients
Average Client Portfolio
$85.5M average
Assets Under Management
$10.1B

Fee Structure

Investment management only (planning not offered)

McQueen Financial Advisors II, Inc. offers investment management services with fees paid quarterly, deducted directly from your account.

For individual accounts, the annual fee ranges from 0.25% to 1.00% of the total value of your account.

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Location

1239 Anderson Road, Clawson, MI, 48017

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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
Mcqueen Financial Advisors II, INC.
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
MI
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.