Gregory Mall is a CFA-designated registered investment advisor at Lionsoul Global Advisors, based in Zurich, with 1 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $8.2M 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 | 2.00% |
Management fees vary by strategy, ranging up to 2.00% annually. Certain clients may be offered a fixed fee schedule.
Fee Estimator
Location
Zurich
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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 →Employment History
Current Registrations
Lionsoul Global Advisors
State Registrations1 state
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