Gavin Trebilcock is a CFA-designated registered investment advisor at Grail Capital LLC, based in Canfield, OH, with 7 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 $3.3M 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 | 0.17% |
Qualified clients pay a monthly fee of 0.1667% of assets under management (approximately 2% annually) plus a 20% performance fee based on capital appreciation beyond a specified benchmark.
Fee Estimator
Location
Canfield, OH
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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
Grail Capital LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations2 states
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
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