Cole Kahrilas is a registered investment advisor at Gt Investment Management, LLC, based in Los Angeles, CA. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 35 clients with $5.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Total fees collected by GTIM and third-party managers will not exceed 2% of assets annually.
Fee Estimator
Location
12130 Millennium Drive, Suite 300, Los Angeles, CA, 90094
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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
Gt Investment Management, 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.