Gregory Casals is a CFA-designated registered investment advisor at Black Swift Group, LLC, based in Boulder, CO, with 12 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. Their firm serves 371 clients with $560M 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 may be negotiable depending on the client's circumstances.
Fee Estimator
Location
2595 Canyon Blvd, Suite 330, Boulder, CO, 80302
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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.
Learn about disclosures →Employment History
Current Registrations
Black Swift Group, LLC
Previous Registrations
Fortis Asset Management
Defensive Portfolio Management
State Registrations2 states
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