Gabriel Marshi is a registered investment advisor at Bdc Investment Advisors, LLC, based in Encino, CA, with 17 years of industry experience. Gabriel 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 1 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BDC Investment Advisors charges a percentage of your account each year, plus a cut of the profits. The annual fee is 2% of the account value, charged monthly. In addition, the firm takes 20% of the profits earned each year, after covering any losses from previous years.
Location
Encino, CA
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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.
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Gabriel is involved with Southland Capital Partners, LLC and Kensington Capital Corporation, both of which acquire private companies for investment. He spends a few hours per week on each of these businesses.
Employment History
Current Registrations
Bdc Investment Advisors, LLC
State Registrations1 state
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.