Gregory Wyk
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 33 clients with $230M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.40% |
Fees are paid quarterly in arrears and are negotiable. Fees take into account the aggregate number of portfolios under management with the firm.
Fee Estimator
Location
923 Saint Vincent Avenue, Suite B, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (1)
Regulatory
January 2021Other Business Activities
Gregory maintains his certification as an accountant (CPA) but is inactive.
Employment History
Current Registrations
Daniel Investment Associates, LLC
Previous Registrations
Kobo Wealth Conservancy
Fiduciary Investment Council, LLC
Pacific Pointe Advisors LLC
Manchester Capital Management LLC
Manchester Capital Management LLC
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.
Exams
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