Gino Pellegrino Greco & Company, Inc. (GPG) offers portfolio administration and advisory services tailored to individual client goals. GPG's services include personal insurance, public investments (mutual funds and ETFs), and private investments (Evergreen Funds and Interval Funds). GPG creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. GPG may request authority to make trades without asking first, but can also provide non-discretionary portfolio management.
Assets Under Management$3.7M
Clients15
Advisors1
Avg. per Client$250K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. The final fee schedule is attached as Exhibit II of the Investment Advisory Contract.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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