Gilder, Gagnon, Howe & Co. provides active, discretionary investment management services focused primarily on growth stocks. Founded in 1968, the firm operates as both a registered investment advisor and a broker-dealer. Investment strategies involve a high level of risk and frequent trading, with a focus on capital appreciation through equities and limited use of options, bonds, and exchange-traded funds. Non-retirement accounts pay transaction-based commissions for each trade, while retirement accounts participate in a bundled fee program. Custody and clearing services are provided by National Financial Services. The firm serves various clients including individuals, trusts, estates, and retirement plans, and emphasizes that its aggressive growth strategy is volatile and involves substantial risk of loss.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Retirement accounts pay a 2.5% annualized wrap fee. Non-retirement accounts pay transaction-based commissions (1.5% per equity trade).