Gregory Orenic is a registered investment advisor at Strategic Advisers LLC, based in Sarasota, FL, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Sarasota, FL
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, Incorporated
First Command Financial Planning, INC.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Calton & Associates, INC.Broker
Griffin Financial ServicesBroker
J. B. Hanauer & CO.Broker
Profile Investments CorporationBroker
First Fidelity Capital CORP.Broker
Monvest Securities, INC.Broker
The Stuart-James Company, INC.Broker
State Registrations52 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.