Gideon Capital, LLC

Fixed/Hourly

Gideon Capital, LLC is a registered investment advisor based in Los Angeles, California, that primarily manages private investment funds and provides investment advisory services. Gideon Capital focuses on offering advice across a wide range of asset classes, including bonds, equities, digital assets, real estate, and private funds. The firm utilizes various analytical methods such as fundamental analysis, technical analysis, and quantitative models to guide its investment strategies. Gideon Capital serves pooled investment vehicles and institutional-level clients, requiring investors to meet specific financial requirements such as being accredited investors or qualified purchasers. In addition to investment management, certain supervised persons of Gideon Capital are licensed insurance agents and may offer insurance products, presenting potential conflicts of interest regarding commissions.

Assets Under Management$230M
Clients17
AdvisorsN/A
Avg. per Client$13M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any8.00%

Annual management fee generally ranges from 4% to 8% of assets under management. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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