GASAWAY INVESTMENT ADVISORS, INC.
How does the advisor help clients – Key Takeaways:
- Acting as a financial expert
- Providing personalized investment advice
- Assisting clients in meeting financial goals
- Managing and monitoring portfolios
Facts and Insights
GASAWAY INVESTMENT ADVISORS, INC. is a highly reputable investment advisory firm offering personalized financial advice to individuals and businesses. Its team of experienced and knowledgeable advisors are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
GASAWAY INVESTMENT ADVISORS, INC. charges a fee based on a percentage of assets under management. This fee is typically around 1% and is determined based on the complexity of a client’s financial situation. The firm does not receive any commissions or compensation from any outside sources, ensuring that their advice is always unbiased.
Background
GASAWAY INVESTMENT ADVISORS, INC. was founded in 1995 by John Gasaway. He saw a need for personalized and unbiased financial advice for individuals and businesses in his community and started the firm with a small team of advisors. Today, the firm has grown to 10 advisors and manages over $500 million in assets.
Financial Advisor Disclosures to Know
GASAWAY INVESTMENT ADVISORS, INC. is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). This means that the firm has a fiduciary duty to act in the best interests of its clients and to always provide honest and transparent advice.