AG

Andrea Michelle Green

9 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)
Number of Advisors
29 advisors
Number of Clients
5,896 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

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
Investment Management
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Advisor Information

Office location

475 Tenth Ave, 12th floor, New York, NY, 10018

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gilder Gagnon Howe & CO. LLC
February 2021 - Present · 4 yrs 11 mos
Gilder Gagnon Howe & CO. LLC Broker
August 2020 - Present · 5 yrs 5 mos
Previous Registrations
Charles Schwab & Co., INC.
February 2018 - July 2020 · 2 yrs 5 mos
Charles Schwab & Co., INC. Broker
September 2016 - July 2020 · 3 yrs 10 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.