Gary Haindel
Gary Haindel is a CFP-designated registered investment advisor at Global Planning Stewards LLC, based in Baton Rouge, LA, with 32 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 160 clients with $71M 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 $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
8550 United Plaza Blvd, Ste 702, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Gary is a Managing Partner at Global Planning Stewards, LLC, a registered investment advisor, dedicating full-time hours to account management. He also serves as an officer for the Kiwanis Club of Baton Rouge and is a licensed insurance agent, spending a few hours per week on insurance-related activities.
Employment History
Current Registrations
Global Planning Stewards LLC
Stonex Securities INC.Broker
Previous Registrations
SA Stone Investment Advisors INC.
Sterne Agee Asset Management, INC.
Sterne, Agee & Leach, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Stanford Group Company
Stanford Group CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.