G. Dewayne Mcanally

G. DeWayne McAnally, LLC is a financial advisor firm established in Oklahoma City. The firm specializes in offering a wrap fee program called Navigator Plus Wrap Fee Program, providing portfolio management services, custodial services, and transaction/commission costs for a bundled fee. GDM offers discretionary investment advice tailored to clients' needs and investment objectives. Clients grant discretionary authority to manage their accounts, allowing GDM to make specific investment decisions without prior approval for each transaction. The firm constructs diversified portfolios using mutual funds, ETFs, bonds, equities, and other investment tools. Management fees are charged based on a percentage of assets under management, with fees ranging from 0.90% to 1.35% depending on the account size. Clients have the option to pay fees directly or have them deducted from their accounts. GDM's investment strategies include long-term purchases, short-term purchases, trading, and option writing. The firm uses fundamental, technical, cyclical, and charting methods of analysis to formulate investment advice. GDM does not vote proxies, and clients are responsible for voting proxies. The firm's code of ethics focuses on fiduciary duty, personal securities transactions, insider trading, gifts, and conflicts of interest. GDM executes transactions through Charles Schwab & Co., Inc., and receives additional benefits from Schwab. The firm may receive compensation from vendors, and certain personnel are licensed as independent insurance agents, earning commission-based compensation for selling insurance products. GDM does not have any financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.