Saul Padilla
Saul Padilla is a registered investment advisor at Greenwich Creek Capital Management, LLC, based in Stamford, CT, with 17 years of industry experience. Saul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenwich Creek Capital Management's annual fees for managing your investments range from 0.5% to 2.0% of the value of your portfolio. The specific fee schedule is negotiated with each client and depends on their assets, goals, and custodian. GCCM offers several fee schedules:
- Interactive Brokerage (IBKR) Blended Fee: Fees vary based on the amount invested, ranging from 1.8% per year for smaller accounts to approximately 1% for accounts above $500,000. This fee is calculated on the daily average value of the account.
- Interactive Brokerage Fixed Fee: Fees are negotiated and range from 0.5% to 2% annually, based on the assets in the account.
- Charles Schwab: Fees are negotiated and range from 0.5% to 2% annually, based on the assets in the account.
- Interactive Brokerage Performance Fee: Includes a fixed quarterly fee (0.4% to 0.6% annually) plus a performance fee (20% or 25% of profits exceeding a benchmark). To qualify, clients must have a net worth of at least $2,100,000 (excluding their residence) or at least $1,100,000 under management.
Location
Stamford, CT
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2002Customer Dispute
July 2001Employment History
Current Registrations
Greenwich Creek Capital Management, LLC
Previous Registrations
Morgan Stanley & CO., Incorporated
State Registrations2 states
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.