JG
CFA
JG
CFA

John Girton

27 Years of Experience
Larkspur, CA

John Girton is a CFA-designated registered investment advisor at Girton Capital Management, INC., based in Larkspur, CA, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 20 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$24.4M

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable depending on the size of the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Larkspur, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Girton Capital Management, INC.
April 1998 - Present · 28 yrs
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.