Gregory Levinson is a registered investment advisor at Suncoast Capital Management, based in Sarasota, FL, with 11 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 1 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Suncoast Capital Management charges a fee based on your portfolio's performance. You'll pay 2% of your portfolio's value each year, plus 20% of any increase in value. If your portfolio loses value, you won't pay the 20% performance fee until it reaches its previous high value. These fees are negotiable.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is the Chairman of Genlith Inc., a clean energy holding company, spending a few hours per week on this. He is also a member of the Board of Directors and a 10% shareholder of Chilean Cobalt Corp.
Employment History
Current Registrations
Suncoast Capital Management
Previous Registrations
Schooner Investment Group LLC
State Registrations2 states
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