Gerard Barile is a registered investment advisor at Wave Digital Assets LLC, based in Denver, CO. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 30 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wave Digital Assets generally receives management fees ranging from 0.1% to 2.0% annually, based on the value of assets under management. Fees are paid monthly or quarterly. One client paid a 5.0% upfront management fee related to a long-term buy and hold strategy. Fees are negotiated and may vary depending on account size, management style, and investment restrictions.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wave Digital Assets LLC
State Registrations1 state
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