Henry Margulies is a registered investment advisor at Corgi Strategies, LLC, based in San Francisco, CA. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $10M 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 | 0.85% |
This fee applies to the Founder Led ETF. The fee may be reduced or waived by agreement with the Trust’s Board. The Founder Led 2x ETF has a fee of up to 1.50%.
Fee Estimator
Location
425 Bush St,, Suite 500, San Francisco, CA, 94108-3726
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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
Corgi Strategies, LLC
Previous Registrations
Bark Securities, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.