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Conrad Gann

20 Years of Experience
Hoboken, NJ

Conrad Gann is a registered investment advisor at Blue Water Macro, based in Hoboken, NJ, with 20 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $97K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$97K average
Assets Under Management
$97K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

The firm also charges a performance fee of 10% of net capital appreciation, adjusted for high water marks, on a quarterly or annual basis. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hoboken, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Conrad is the full-time COO of Vatic Investments, an investment-related business, since July 2021. He also advises Front Finance Inc. on strategic fintech matters, requiring minimal time.

Employment History
Current Registrations
Blue Water Macro
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cerebellum Capital
September 2010 - February 2021 · 10 yrs 5 mos
Trimtabs Asset Management, LLC
August 2005 - December 2012 · 7 yrs 4 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.