Gregory Guidone
Gregory Guidone is a CFP-designated registered investment advisor at East Guilford Financial Services LLC, based in Madison, CT, with 41 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 301 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be negotiable. For accounts over $50,000 and up to $100,000, the fee is $500 per year. For accounts over $1,000,000 and up to $2,000,000, the fee is $5,000 per year.
Fee Estimator
Location
60 Boston Post Rd., Madison, CT, 06443
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Gregory is an independent insurance agent licensed in Connecticut since 1982, selling life, medical, disability, and long-term care insurance, dedicating a few hours per week. He also works as a bookkeeper for a podiatrist, spending minimal time on this activity.
Employment History
Current Registrations
East Guilford Financial Services LLC
Previous Registrations
Ohanesian / Lecours, INC.Broker
Main Street Management CompanyBroker
Titan/value Equities Group, INC.Broker
Jonathan Alan & CO., INC.Broker
First Investors CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.