Sarah Ellis is a CFP-designated registered investment advisor at Gkv Capital Management CO INC, based in Walnut Creek, CA, with 7 years of industry experience. Sarah 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. Their firm serves 175 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
1350 Treat Blvd, Suite 260, Walnut Creek, CA, 94597
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gkv Capital Management CO INC
Previous Registrations
Curated Wealth Partners, LLC
Morton Wealth
State Registrations1 state
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