Gino Greco is a registered investment advisor at G. P. Greco & CO., INC., based in Palo Alto, CA, with 4 years of industry experience. Gino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $3.7M 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 | 1.50% |
Fees are negotiable. The final fee schedule is attached as Exhibit II of the Investment Advisory Contract.
Fee Estimator
Location
Palo Alto Square, 3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA, 94306
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Gino is a life and health insurance agent for Innovator Insurance Services, selling fixed and indexed personal insurance products like life insurance and annuities. He dedicates incidental time to this business, both during and outside of trading hours.
Employment History
Current Registrations
G. P. Greco & CO., INC.
Previous Registrations
G. P. Greco & CO., INC.
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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