Charles Levy is a registered investment advisor at Gilder Gagnon Howe & CO. LLC, based in New York, NY, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 5,896 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GGHC offers investment management services where the firm makes all the investment decisions for you. The fees depend on the type of account you have:
- Non-retirement accounts: You pay a commission on each trade. Expect to pay 3%-5% of the account value annually, but it could be as high as 8% or more depending on trading activity.
- Retirement accounts: You pay an annual fee of 2.5% of the account value, charged monthly. This fee covers investment advice, trade execution, custody, and reporting.
Location
475 Tenth Avenue, New York, NY, 10018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a passive investor and board member of Creekview Three, LLC, which was created to open European Wax Center franchises. He dedicates minimal time to this venture.
Employment History
Current Registrations
Gilder Gagnon Howe & CO. LLC
Gilder Gagnon Howe & CO. LLCBroker
Previous Registrations
Lehman Brothers INC.Broker
State Registrations8 states
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