The Gardner Group

Gardner Asset Management LLC, also known as The Gardner Group, is a Registered Investment Adviser based in Dallas, Texas, founded in 1994 by Gregory D. Gardner. The firm specializes in providing investment supervisory services to clients, offering continuous advice on investment strategies tailored to individual risk profiles and financial objectives. The Gardner Group employs a professional wealth management system focusing on asset allocation models to maximize returns and minimize risks. They conduct due diligence on money and fund managers to ensure continued success. The firm provides investment advice on equities, options, debt instruments, and mutual fund shares, with a focus on diversification and meeting client objectives. The Gardner Group charges fees of up to 2% based on assets under management, which are negotiable and payable quarterly. The minimum account size for management is generally $500,000, subject to negotiation. The firm acts as a fiduciary, obligated to act in the best interests of clients, with assets under management totaling $111,362,827 as of December 31, 2024. Clients have the option for financial planning services, with fees ranging from $1,000 to $10,000, depending on the complexity of the plan. The firm does not charge performance-based fees and provides investment discretion for selecting securities based on client objectives. The Gardner Group does not vote proxies on behalf of clients and maintains a Business Continuity Plan to address potential disruptions in operations. The firm upholds strict confidentiality and privacy standards to protect clients' nonpublic personal information.