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Gregory Wyk
23 Years of Experience
Santa Barbara, CA
1 Disclosure
Gregory Wyk is a registered investment advisor at Daniel Investment Associates, LLC, based in Santa Barbara, CA, with 23 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 35 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$220.5M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
923 Saint Vincent Avenue, Suite B, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (1)
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Regulatory
January 2021Final
Other Business Activities
Gregory maintains his certification as an accountant (CPA) but is inactive.
Employment History
Current Registrations
Daniel Investment Associates, LLC
May 2011 - Present · 15 yrs
Previous Registrations
Kobo Wealth Conservancy
March 2015 - March 2020 · 5 yrs
Fiduciary Investment Council, LLC
November 2012 - June 2015 · 2 yrs 7 mos
Pacific Pointe Advisors LLC
August 2009 - March 2011 · 1 yr 7 mos
Manchester Capital Management LLC
January 2003 - September 2009 · 6 yrs 8 mos
Manchester Capital Management LLC
October 2002 - December 2002 · 2 mos
State Registrations1 state
CA
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.