Ginette Beecherl is a registered investment advisor at Grb Capital Management LLC, based in Dallas, TX, with 8 years of industry experience. Ginette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The percentage charge ranges between 0% and 2% per annum, depending upon the aggregate value of all accounts within a client household. Management fees will not exceed 2% of assets under management for these accounts. Fees are generally not negotiable and have and may be waived for employees, friends and family.
Fee Estimator
Location
3879 Maple Avenue, Suite 350, Dallas, TX, 75219
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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
Grb Capital Management LLC
Greenbrier Partners 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.