Gerald Odening is a registered investment advisor at Gro Capital, LLC, based in Princeton, NJ, with 21 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$11.8M
Fee Structure
Investment management only (planning not offered)
GRO Capital charges a percentage of your portfolio's value each year. The fee is based on the value of your investments at the end of each quarter.
- $0 - $999,999: 1.5% to 2.0% per year
- At least $1,000,000: 1.0% to 2.0% per year
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Location
Princeton, NJ
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 1994Settled
Employment History
Current Registrations
Gro Capital, LLC
November 2004 - Present · 21 yrs 6 mos
State Registrations1 state
NJ
Advisor
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.
Exams
No exam information available for this advisor.