KC
KC

Keith Cho

13 Years of Experience
New York, NY

Keith Cho is a registered investment advisor at Gramercy Strategic Capital LLC, based in New York, NY, with 13 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 24 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$8.2M average
Assets Under Management
$197.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.80%
$25.0M - $50.0M0.60%
$50M+0.40%

Fees are generally negotiable.

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

340 East 23rd 6 E, New York, NY, 10010

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gramercy Strategic Capital LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Manchester Capital Management LLC
June 2019 - September 2021 · 2 yrs 3 mos
Suntrust Advisory Services, INC.
March 2019 - April 2019 · 1 mo
Genspring Family Offices, LLC
September 2011 - December 2017 · 6 yrs 3 mos
State Registrations1 state
NY
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.
Keith Cho - Financial Advisor | TrueAdvisor