Gregory Wilson is a registered investment advisor at Gl Trust, INC., based in Whittier, CA, with 7 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 155 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
155 clients
Average Client Portfolio
$145K average
Assets Under Management
$22.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
GL Trust Inc. has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16131 Whittier Blvd, Suite 108, Whittier, CA, 90603
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2024Pending
Employment History
Current Registrations
Gl Trust, INC.
January 2021 - Present · 5 yrs 3 mos
Previous Registrations
David Ortiz Advisors, INC.
January 2019 - September 2021 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.