Gregory Fontana is a CFA-designated registered investment advisor at Convergent Capital Partners, LLC, based in Boston, MA, with 16 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 10 clients with $15M 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 | 2.00% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Location
75 State Street, Suite 100 Pmb 4423, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Convergent Capital Partners, LLC
Previous Registrations
M3 Advisory Group, LLC
Brook Path Capital Management LLC
State Registrations1 state
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