Gregory Lebbert
Gregory Lebbert is a registered investment advisor at Infinity Financial Services Advisory, based in Modesto, CA, with 40 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
Modesto, CA
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Regulatory History (1)
Customer Dispute
November 2000Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Kemper Securities Group, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
M.D. Advisors, INC.Broker
M.L. Stern & CO. INC.Broker
State Registrations1 state
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.