GDS Wealth Management offers personalized investment management and financial planning services. The firm primarily creates diversified investment portfolios using model portfolios and research provided by Raymond James Financial Services. GDS tailors its strategies to each client's individual risk tolerance, time horizon, and goals, primarily utilizing equities, corporate debt, municipal securities, mutual funds, and exchange-traded funds. In addition to portfolio management, GDS provides financial planning and consulting, helping clients map out broad or targeted financial objectives. The firm works primarily with individual investors and maintains a general minimum account size of $1,000,000, though it retains discretion to modify or waive this minimum. GDS operates as a registered investment advisor and acts in its clients' best interests as a fiduciary when providing advice on retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary between 0.50% and 1.50% depending on portfolio size, composition, and services rendered. Fees may be negotiable.
