Gregory Zedlar
Gregory Zedlar is a ChFC-designated registered investment advisor at California Capital Management, based in North Hollywood, CA, with 21 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, Retirement Planning. Their firm serves 352 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
California Capital Management offers investment management through a wrap fee program. The fees for this program are bundled, meaning you won't pay extra for individual trades. The firm also provides retirement plan consulting services to employer plan sponsors, with fees not exceeding 1.50% of plan assets. The specific fee arrangement is determined on a case-by-case basis.
Location
4729 Lankershim Blvd., North Hollywood, CA, 91602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory invests in start-ups through Conceptual Thinking, LLC, and acts in a fiduciary capacity for his mother's trust. He is also a co-trustee with his wife for the G & L Zedlar Family Trust and a 50% owner of Montgomery Management Group, LLC, which owns rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
California Capital Management
Previous Registrations
LPL Financial LLC
State Registrations4 states
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