Advisor at Gargas Investments LLC
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Location
Van Buren, MO 63965
Credentials
Series 66
Industry experience
15 years
Edward Gargas is a financial advisor at Gargas Investments LLC in Van Buren, MO, holding a Series 66 designation with 15 years of industry experience. He has served as the IAR and Chief Compliance Officer of Bagby Wealth Management since 2014 and is the managing member of Gargas Insurance Solutions, LLC. Gargas Investments provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs a modern-portfolio-theory-aligned approach emphasizing global diversification through mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting.
Up to $2,500 for individuals and up to $10,000 for businesses for financial planning services
$0 - $1,000,000: 1.250% annually $1,000,001 - $5,000,000: 1.125% annually $5,000,001+: 1.000% annually
$175 to $250 per hour for financial planning services
Fee-only: 0.25% to 1.00% annually for non-management advisory services, negotiated in advance
1977 Cabin Drive, Suite 208
Van Buren, MO 63965
Missouri · Texas
Gargas Insurance Solutions, LLC
2022 - Present (4 years)
Gagas Invesetments LLC
2022 - Present (4 years)
Bagby Wealth Management
2014 - Present (12 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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