Greg Kero is a registered investment advisor at Gk Capital Partners, based in Olympia, WA, with 16 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 81 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
219 Legion Way Sw, Suite 203-B, Olympia, WA, 98501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Greg is the Director of Institutional Investor Relations for Northern Lights Ventures LLC since 2009, representing their private equity fund to institutional investors. This requires nearly full-time hours.
Employment History
Current Registrations
Gk Capital Partners
State Registrations1 state
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