Byron Gabriel is a registered investment advisor at Krilogy, based in Durham, NC, with 36 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,153 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Krilogy Financial charges a fee based on the value of your accounts, calculated quarterly. The fee will not exceed 2.00% unless the minimum annual fee applies. The minimum annual fee is $3,750 ($937.50 per quarter), regardless of the account value, unless waived. Fees typically range from 0.50% to 1.50%, depending on the account size and advisor's practices. Fees are negotiable. Krilogy may include held-away accounts in the fee calculation. Fees do not include internal fees and expenses in mutual funds, ETFs, or transaction charges.
Location
3622 Lyckan Parkway, Ste. 3004-B, Durham, NC, 27707
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 →Employment History
Current Registrations
Krilogy
Previous Registrations
Valdes & Moreno, INC.Broker
First Tryon Securities, LLCBroker
Drexel Hamilton, LLCBroker
Weller, Anderson & CO., LTD.Broker
Carolina Capital Markets, INC.Broker
Carolina Capital Markets, INC.Broker
Sbk-Brooks Investment CORP.Broker
Natcity Investments, INC.Broker
Commerce Brokerage Services, INC.Broker
Carolina Capital Markets, INC.Broker
Carolina Capital Markets, INC.Broker
Cape Securities INC.Broker
Morgan Keegan & Company, INC.Broker
J. Lee Peeler & Company, INC.Broker
Summers & Company, INC.Broker
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.