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Guthrie Gaylord

7 Years of Experience
Urbandale, IA

Guthrie Gaylord is a registered investment advisor at 3g Capital LLC, based in Urbandale, IA, with 7 years of industry experience. Guthrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $4.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$388K average
Assets Under Management
$4.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The advisory fee is non-negotiable.

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

3621 Hillsdale Drive, Urbandale, IA, 50322

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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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Other Business Activities

Guthrie is the President and Managing Member of Double Eagle Capital Partners Management, LLC, acting as a fiduciary for partners' invested capital. This investment-related activity takes about a quarter of Guthrie's time.

Employment History
Current Registrations
3g Capital LLC
January 2019 - Present · 7 yrs 4 mos
State Registrations1 state
IA
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.