G. DeWayne McAnally, LLC (GDM) offers personalized financial planning and investment management services. Financial planning focuses on overall financial goals through investments, tax planning, and retirement planning. Investment management involves creating customized portfolios based on risk tolerance and investment objectives, with continuous monitoring and rebalancing. GDM may recommend sub-advisors and provides access to alternative investments through a third-party platform.
Assets Under Management$150M
Clients385
Advisors3
Avg. per Client$390K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.05% |
| $750K+ | 0.90% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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