Dragos Georgescu is a registered investment advisor at Atlas Grove Capital LLC, based in Dublin, CA, with 19 years of industry experience. Dragos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates range from 1% to 2% depending on the strategy chosen (e.g., Concentrated Equity Growth is 2%, others are 1%). Fees are calculated as a blend based on asset allocation across strategies and are negotiable.
Fee Estimator
Location
11501 Dublin Blvd., Suite 200, Dublin, CA, 94568
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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 →Employment History
Current Registrations
Atlas Grove Capital LLC
Previous Registrations
Alta Via Capital
Insight Wealth Strategies, LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Insight Capital Research & Management INC
Cambria Capital, LLCBroker
Keystone Capital CorporationBroker
Capstone InvestmentsBroker
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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