Wesley Golby is a CFA-designated registered investment advisor at Seven Canyons Advisors, LLC, based in Hudson, NY, with 12 years of industry experience. Wesley 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 4 clients with $90M 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 | 1.50% |
Applies to private funds (Ark Global Emerging Companies Fund and Golby Global) at 1.5% per annum. Funds also charge performance fees of up to 5% and 15% respectively. Separately managed account fees are negotiated on a case-by-case basis.
Fee Estimator
Location
Hudson, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wesley is the managing member and 100% equity owner of Ramshackle Properties, LLC, a hotel operator. He spends about a quarter of his time on this business, overseeing financial operations and directing the management team.
Employment History
Current Registrations
Seven Canyons Advisors, LLC
Previous Registrations
Seven Canyons Advisors, LLC
Fleckenstein Capital, INC.
S Squared Technology CORP
State Registrations1 state
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