Gregory Robillard is a registered investment advisor at Bannerstone Capital, based in Wayzata, MN, with 15 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 106 clients with $160M 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, particularly for advising fixed income portfolios. Some accounts may pay no fees.
Fee Estimator
Location
328 Barry Avenue South, Suite 210, Wayzata, MN, 55391
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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 Activities
Gregory is the sole member of Robillard Capital Management, LLC, the general partner of investment partnerships. He is also a member of Maeflies LLC, a rock band, and the sole owner of Finger Mullet Music, a music publisher.
Employment History
Current Registrations
Bannerstone Capital
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith 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.
Exams
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