Gregg Koutouvidis is a registered investment advisor at RBC Securities, INC., based in Los Angeles, CA, with 31 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,451 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Securities offers a wrap fee program where you pay a single bundled fee that covers portfolio management, transaction costs, and custodial services. The fee is based on the market value of your account.
For Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies:
- 1.25% annually on the first $1,000,000
- 1.00% annually on assets over $1,000,000
For Diversified Fixed Income and Conservative Growth & Income strategies:
- 0.80% annually on the first $1,000,000
- 0.65% annually on assets over $1,000,000
There is a $500 minimum annual fee. These fees are negotiable in certain circumstances.
Location
555 South Flower Street, 11th Floor, Los Angeles, CA, 90071
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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 →Employment History
Current Registrations
RBC Securities, INCBroker
RBC Securities, INC.
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Citicorp Investment ServicesBroker
The Dreyfus Service CorporationBroker
Josephthal & CO., IncorporatedBroker
Ncnb Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations1 state
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