Gregory Ostedgaard
Gregory Ostedgaard is a registered investment advisor at Financial Professionals Incorporated, based in Greenbrier, AR, with 26 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. When using Envestnet, FPI charges 0.60% per year. This is in addition to the Envestnet platform fee (up to 0.12%), third-party manager fees, and custodian fees.
Fee Estimator
Location
Greenbrier, AR
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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 a sole proprietor and insurance agent since 1981, focusing on servicing and sales of insurance products. This activity takes about 10-20% of Gregory's time.
Employment History
Current Registrations
Financial Professionals Incorporated
State Registrations2 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.