Gavin Trebilcock is a CFA-designated registered investment advisor at Grail Capital LLC, based in Boston, MA, with 6 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Grail Capital charges a monthly fee of 0.1667% of your portfolio, plus a 20% performance fee on any gains above a specified benchmark. This performance fee is calculated at the end of the year. If your portfolio value drops, you won't pay a new performance fee until it reaches the previous high value. This service is only available to "qualified clients" who have at least $1,000,000 managed by Grail Capital or a net worth of over $2,100,000 (excluding the value of your primary residence).
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Grail Capital LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations2 states
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