Teddy Bakhos is a registered investment advisor at Gk Wealth Management LLC, based in Reno, NV, with 1 years of industry experience. Teddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 534 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GK Wealth Management charges an annual advisory fee based on the value of your investments, generally ranging from 0.10% to 2.00%. This fee is calculated quarterly in advance. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. For clients with less than $200,000, GK may impose a minimum quarterly fee of $500 for individuals/families and $1,000 for businesses.
Location
98 Winter Street Reno, Reno, NV, 89503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teddy is a Director and Owner of Bakhos Consulting Services, Inc., providing outsourced CIO services. Teddy dedicates nearly full-time hours to this activity, with a significant portion spent during securities trading.
Employment History
Current Registrations
Gk Wealth Management LLC
State Registrations1 state
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