Donald Gross, is a registered investment advisor at G&h Investments, based in Leola, PA, with 35 years of industry experience. Donald 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 114 clients with $500M 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 $250K | 0.75% |
| $250K - $1.0M | 0.60% |
| $1M+ | 0.50% |
These rates apply to equity portfolios. Fixed income portfolios are charged 0.25% annually. Mutual and private fund portfolios, and options strategies are charged 0.50% annually. Fees are negotiable for all types of services.
Fee Estimator
Location
349 W Main Street, Suite 108, Leola, PA, 17540
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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 →Other Business Activities
Donald is a principal of AUG, Inc., dba Gross Investments, a registered investment advisory firm. He spends minimal time per week on this activity during securities trading hours.
Employment History
Current Registrations
G&h Investments
Previous Registrations
Gross Investments
Gross Investments
State Registrations1 state
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.