Arif Ahmed
Arif Ahmed is a registered investment advisor at Gc Wealth Management RIA, LLC, based in Cambridge, MA, with 27 years of industry experience. Arif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 144 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GC Wealth's fees are based on a percentage of the assets they manage, charged annually and billed quarterly. The annual fee is less than 1.5% of the assets under management. The firm may adjust or waive the minimum annual advisory fee and impose an initial set-up fee. Clients may also invest in private equity, venture capital, credit, hedge, or real estate funds or other pooled investment vehicles, which involves payment of two or more levels of investment management fees.
Location
20 University Road, 4th Floor, Cambridge, MA, 02138-5815
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2024Customer Dispute
February 2012Customer Dispute
December 2008Customer Dispute
September 2000Other Business Activities
Arif is a board member of Eames Institute, an art conservation organization, and a secretary for Jebbia Productions LLC, a movie production company. He is also a member of Rockwood LLC, which owns a residential home, and provides limited investment commentary to existing clients without compensation.
Employment History
Current Registrations
Gc Wealth Management RIA, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.