Overview
- Headquarters
- Flower Mound, TX
- Total Firm Assets
- $1.8 billion
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 179
Fee Disclosure
Source: DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (2025-05-05)
· View brochure text
Latest filing: DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (2026-03-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 62.90%
- Number of High-Net-Worth Clients
- 310
- Total Client Accounts
- 4,052
- Discretionary Accounts
- 3,794
- Non-Discretionary Accounts
- 258
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 315934
- DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (2026-03-18) · View brochure text
- DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (2025-05-05) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗