Gregory Horn is a registered investment advisor at Persimmon Capital Management, based in Blue Bell, PA, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 86 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $40.0M | 0.45% |
| $40.0M - $65.0M | 0.40% |
| $65.0M - $75.0M | 0.30% |
| $75M+ | 0.30% |
Fees are negotiable for relationships above $75,000,000.
Fee Estimator
Location
1777 Sentry Parkway West, Veva 14, Suite 102, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Gregory is currently registered with Dakota Wealth, LLC and will be transitioning his book of business to Persimmon Capital Management over the next few months.
Employment History
Current Registrations
Persimmon Capital Management
Previous Registrations
Dakota Wealth, LLC
Alphahedge Capital Partners, LLC
Advisorport, INC.
Persimmon Capital Management LP
State Registrations1 state
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