David Breslin
David Breslin is a registered investment advisor at Gc Wealth Management RIA, LLC, based in San Francisco, CA, with 23 years of industry experience. David 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
75 Hawthorne St, Suite 2300, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
January 2007Employment History
Current Registrations
Gc Wealth Management RIA, LLC
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
State Registrations1 state
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.