GDS Wealth Management provides financial planning, consulting, and investment management services tailored to individual client needs. GDS works with clients to determine their risk tolerance, time horizon, and investment needs. GDS primarily invests client assets in equity securities, debt securities, mutual funds, and exchange traded funds. GDS can invest client assets according to model portfolios developed with research from Raymond James Financial Services.
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.
