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The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does GC Wealth Management RIA use?","answer":"GC Wealth Management RIA’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $5.65B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does GC Wealth Management RIA have?","answer":"GC Wealth Management RIA has 34 investment adviser representatives registered with state securities authorities, out of 44 employees, and 34 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does GC Wealth Management RIA invest in?","answer":"At the end of its last fiscal year, GC Wealth Management RIA’s separately managed accounts held 54% exchange-traded equities, 20% state and local bonds, 8% cash and equivalents, 6% U.S. government and agency bonds, 6% investment grade corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs), 1% sovereign bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns GC Wealth Management RIA?","answer":"GC Wealth Management RIA is owned through a chain of holding companies by Hemant Taneja, Kenneth Chenault, David Fialkow and GC Governance LLC. Its direct owners are GC Wealth Management (75% or more) and GC Wealth Management Intermediate, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does GC Wealth Management RIA get paid?","answer":"GC Wealth Management RIA is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact GC Wealth Management RIA?","answer":"GC Wealth Management RIA’s main office is at 20 University Road, 4th Floor, Cambridge, MA 02138-5815. Its phone number is 617-234-7000. 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