Gregory Luoni is a registered investment advisor at Vanguard Advisers, INC., based in Charlotte, NC, with 37 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Previous Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wheat, First Securities, INC.Broker
State Registrations2 states
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