Gino Garcia is a registered investment advisor at Atlas Capital Advisors INC., based in San Francisco, CA, with 1 years of industry experience. Gino 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, Tax Planning. Their firm serves 173 clients with $1.1B 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 | 1.00% |
1% of the market value for ‘risk’ assets (generally defined as equities, currencies, commodities, merger arbitrage or any non-fixed income asset class). 0.45 % of the market value for fixed income assets. Fees may be calculated at the end of each calendar month or remitted daily depending on where client assets custody at third party institutions. If different asset classes are managed in the same account (and these asset classes have different fee structures as outlined above), management fees will be calculated using the ratio of market values of these asset classes multiplied by the market value of the entire account (unless a single blended fee schedule is agreed to for the entire “mixed” account in the advisory agreement).
Fee Estimator
Location
38 Keyes Ave Suite 200, San Francisco, CA, 94129
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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
Atlas Capital Advisors INC.
State Registrations1 state
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