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 Investment Management. Their firm serves 6 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SMA Clients pay an annual asset-based fee, called the SMA Management Fee, which varies depending on the strategy selected, up to 2.00% annually. Certain SMA Clients may be offered a fixed fee schedule instead of a tiered schedule for all or some of the SMA Client’s accounts. This fee includes all charges for investment advice through Lionsoul's model portfolio program. The fee is paid monthly in arrears. Clients also pay an annual asset-based Platform Fee of up to 1.0% for access to Lionsoul's platform.
Location
Zurich
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lionsoul Global Advisors
State Registrations1 state
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