Gregory Bayer
Gregory Bayer is a CFP-designated registered investment advisor at Arax Advisory Partners, based in FT Lauderdale, FL, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B 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 | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
FT Lauderdale, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2007Customer Dispute
August 2006Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Gregory is the owner/president of Take Five Management, LLC, a pass-through entity, and co-owner of 315 Titusville Properties and OG 8 Holdings, LLC (real estate). He is also an author and sells fixed annuities as an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Multi-Financial Securities Corporation
Cetera Advisors LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.