Joshua Shelton is a registered investment advisor at Gds Wealth Management, based in Flower Mound, TX. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 866 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GDS Wealth Management charges a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.50%, depending on the size and composition of your portfolio, the services provided, and the advisor working with you. The fee is calculated each quarter, in advance, based on the value of your investments on the last day of the previous quarter.
Location
2910 Lakeside Village Blvd, Flower Mound, TX, 75022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gds Wealth Management
State Registrations1 state
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