Greg Deforest is a registered investment advisor at Gd Investment Advisers LLC, based in San Francisco, CA, with 11 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $12M 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 | 1.00% |
Management fee is generally 1% per annum. Clients who are not "qualified clients" may be charged a higher Management Fee between 1% to 3% per annum in lieu of the Incentive Fee.
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Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gd Investment Advisers LLC
State Registrations1 state
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