Chelsea Toledo is a registered investment advisor at Gc Wealth Management RIA, LLC, based in Jackson, WY, with 5 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 144 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GC Wealth's fees are based on a percentage of the assets they manage, charged annually and billed quarterly. The annual fee is less than 1.5% of the assets under management. The firm may adjust or waive the minimum annual advisory fee and impose an initial set-up fee. Clients may also invest in private equity, venture capital, credit, hedge, or real estate funds or other pooled investment vehicles, which involves payment of two or more levels of investment management fees.
Location
172 N Center St, Ste 202, Jackson, WY, 83001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsea owns Chelsea Toledo Photography, a non-investment related photography business. She spends about 10-20% of her time on this activity.
Employment History
Current Registrations
Gc Wealth Management RIA, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
State Registrations1 state
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