Gregory Partalis
Gregory Partalis is a registered investment advisor at The Foundation Investment Group, based in Lafayette, CA, with 27 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 148 clients with $260M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
For more illiquid securities, including alternative investments, the fee will vary depending upon the client, the amount of work done by the Firm in doing initial and ongoing due diligence on the investment and anticipated time horizon of the investment. The fee can be higher than the fee schedule above. These fees will range between 1.00% and 2.00% per annum. Customized fees are available for portfolios above $10,000,000.
Fee Estimator
Location
3466 Mt. Diablo Blvd., Suite C-201, Lafayette, CA, 94549
Get directionsHistory
Regulatory History (1)
Regulatory
April 2011Other Business ActivitiesSells Insurance
Gregory is a co-trustee for the Lynn N Partalis Living Trust, dedicating minimal time. He is also a registered investment advisor with FIG Wealth LLC, spending nearly full-time on this business, and a licensed life and health insurance agent in Georgia, dedicating minimal time.
Employment History
Current Registrations
The Foundation Investment Group
Chauner Securities, INC.
Chauner Securities, INC.Broker
Previous Registrations
Global Assets Advisory, LLC
International Assets Advisory, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Capital Analysts, IncorporatedBroker
H & P Management CORP.Broker
State Registrations4 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.