Gregory Hartz
Gregory Hartz is a CFA-designated registered investment advisor at Foundation Resource Management, INC., based in Little Rock, AR, with 33 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, Retirement Planning. Their firm serves 257 clients with $920M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are for equity investments. Fixed income investments are charged at a lower rate: 0.35% on the first $5 million, 0.30% on the second $5 million. Fees may be negotiable for clients whose assets exceed $10 million.
Fee Estimator
Location
401 W. Capitol, Suite 503, Little Rock, AR, 72201
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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
Foundation Resource Management, INC.
State Registrations4 states
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