GL Trust is a registered investment advisor based in Whittier, California, founded in January 2021 and wholly owned by Gregory Wilson. GL Trust provides personalized investment management and financial planning consulting services to individuals and high net worth individuals. The firm offers both discretionary and non-discretionary investment advisory services, allowing clients to either delegate day-to-day trading decisions or retain control over their portfolio. GL Trust also recommends third-party managers through institutional platforms when appropriate. Investment strategies are tailored to each client's individual needs, time horizon, risk tolerance, and goals, incorporating methods such as asset allocation, dollar-cost averaging, technical analysis, and long- or short-term purchases. In addition to portfolio management, GL Trust provides financial planning consulting covering risk management, investment planning, estate planning, financial organization, and financial decision-making.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are charged monthly in arrears. GL Trust has sole discretion to negotiate lower fees or waive them in individual cases.