Ghost Strategies LLC
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About
Ghost Strategies LLC serves individual clients by providing portfolio management and investment advisory services. The firm operates as a solo independent adviser with a small client roster and approximately $1.0 million in assets under management.
The firm's sole advisor directly manages client accounts and also performs the firm’s supervisory and compliance reviews. The advisor combines prior portfolio management experience with concurrent employment as a senior capital underwriter at a technology company, bringing underwriting experience to the firm’s investment analysis and raising considerations about time allocation.
Compared with peers, Ghost Strategies is a recently established, very small practice (founded in late 2023) where the founder also serves as chief compliance officer and monitors client communications. The firm reports no disciplinary history and states it receives no outside compensation, facts that may be relevant for clients evaluating conflicts of interest and governance.
Client services
Expertise
Fee options
Portfolio performance reports charged at $200 per report.
$5,000 - $100,000: 1.25% $100,001 - $200,000: 1.00% $200,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.50%
Financial planning and consulting fees at $75 per hour.
Account minimum: $5,000 Fee-only: Financial planning fees charged hourly at $75 per hour; $200 for portfolio performance reports requested.
Main office
San Antonio TX
Advisors at this office
1
Most active in
Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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