TrueAdvisor
TrueAdvisor
GW
GW

Gregory Wilson

Gl Trust, INC.
7 Years of Experience
Whittier, CA
1 Disclosure
View SEC Summary
View SEC Summary

Gregory Wilson is a registered investment advisor at Gl Trust, INC., based in Whittier, CA, with 7 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $22M in assets under management.

Gl Trust, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
155 clients
Average Client Portfolio
$145K average
Assets Under Management
$22.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are charged monthly in arrears. GL Trust has sole discretion to negotiate lower fees or waive them in individual cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

16131 Whittier Blvd, Suite 108, Whittier, CA, 90603

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2024
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Gl Trust, INC.
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
David Ortiz Advisors, INC.
January 2019 - September 2021 · 2 yrs 8 mos
State Registrations1 state
CA
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.
More Advisors
More financial advisors in Whittier, CA →All financial advisors in California →