Gregory Lesko is a CFA-designated registered investment advisor at Deltec Asset Management LLC, based in New York, NY, with 4 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 161 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 1.00% to 1.50%. Some clients also pay a performance fee. Minimum annual asset-based fee is $3,750.
Fee Estimator
Location
530 Fifth Avenue, 24th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Deltec Asset Management LLC
State Registrations1 state
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