Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GGHC charges non-retirement accounts a commission on each trade, typically 3%-5% annually, but potentially higher depending on trading activity. Retirement accounts pay a 2.5% annual wrap fee, covering advisory services and most execution costs. GGHC offers commission discounts for turn-around trades, new accounts, and large trades. Employee and employee-related accounts receive commission and fee discounts. GGHC fees are generally higher than other advisors.
Areas of Practice
Advisor Information
Office location
475 Tenth Avenue, New York, NY, 10018
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles is a passive investor and board member of Creekview Three, LLC, which was created to open European Wax Center franchises. He dedicates minimal time to this venture.