Gwen Straley is a CFP-designated registered investment advisor at 3rd Creek Investments, based in Incline Village, NV, with 10 years of industry experience. Gwen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Incline Village, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gwen is a trustee for two angel investing/venture capital firms, 3rd Creek Ventures, LLC and 3rd Creek Medical Ventures, LLC, and spends minimal time assisting with accounting, tax preparation, and operations. Gwen also assists 3rd Creek Accounting with tax and accounting tasks and serves as Board President and Executive Director for 3rd Creek Foundation, spending about 10-20% of her time on each.
Employment History
Current Registrations
3rd Creek Investments
State Registrations2 states
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