YG
YG

Yves Geniaux

19 Years of Experience
Aurora, CO
1 Disclosure

Yves Geniaux is a registered investment advisor at Gc Alternative Management, LLC, based in Aurora, CO, with 19 years of industry experience. Yves operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
47 clients
Average Client Portfolio
$520K average
Assets Under Management
$24.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

GC Alternative Management (GCAM) offers three investment programs, each with a different focus and fee:

  • Investment Program: 1.00% of your portfolio per year.
  • Income Program: 0.30% of your portfolio per year.
  • Trading Program: 1.00% of your portfolio per year.

Fees are negotiable for portfolios over $5,000,000 for the Investment and Trading Programs, and over $2,000,000 for the Income Program. These fees cover investment management, custody, and trade execution through Interactive Brokers, LLC. Some clients may also pay a performance-based fee.

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Location

Aurora, CO

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History

Regulatory History (1)
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Customer Dispute
May 2009
Denied
Other Business Activities

Yves works as an outside consultant for Inveco International, Inc., a family office, since 2009, producing spreadsheets and monthly performance reports. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Gc Alternative Management, LLC
May 2010 - Present · 16 yrs
Previous Registrations
Oppenheimer & CO. INC.
October 2005 - March 2009 · 3 yrs 5 mos
State Registrations1 state
CO
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.