Advisor at GC Wealth Management RIA, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GC Wealth Management RIA, LLC
Location
Jackson, WY 83001
Credentials
CFP®, Series 65
Industry experience
10 years
Richard Will Jr. is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He is currently with GC Wealth Management RIA, LLC and previously worked at First Republic Investment Management, Inc. and First Western. GC Wealth Management RIA, LLC provides discretionary investment management and financial planning to a diverse client base including high-net-worth individuals, trusts, foundations, and corporations. The firm offers tailored portfolio management across a broad range of asset classes and employs both direct investment discretion and oversight of independently managed accounts.
Based on GC Wealth Management RIA, LLC
Based on GC Wealth Management RIA, LLC
Founders Membership annual fee of $10,000 for a two-year term (currently waived for pilot phase participants)
Founders Membership annual fee of $10,000 for a two-year term (subscription-like fee)
Minimum fee: Annual Advisory Fee minimum for separate account services (amount not specified, negotiable and waivable) Fee-only: Negotiable fixed fees for financial planning and consulting
172 N Center St, Ste 202
Jackson, WY 83001
New York · Texas · Wyoming
GC Wealth Management RIA, LLC
2023 - Present (3 years)
First Republic Investment Management, Inc.
2019 - 2023 (4 years)
First Western
2014 - 2019 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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