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Gregory Roumpos

Solitude Wealth Advisors, LLC.
24 Years of Experience
Holladay, UT
View SEC Summary
View SEC Summary

Gregory Roumpos is a registered investment advisor at Solitude Wealth Advisors, LLC., based in Holladay, UT, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 128 clients with $36M in assets under management.

Solitude Wealth Advisors, LLC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
128 clients
Average Client Portfolio
$282K average
Assets Under Management
$36.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $35.0M0.50%
$35M+0.50%

Rates shown are for equity portfolios. Fixed-income only portfolios are charged 0.15% up to $35,000,000 and negotiable above $35,000,000. Fees are negotiable for accounts over $35,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5200 South Highland Drive, Suite 203, Holladay, UT, 84117

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Solitude Wealth Advisors, LLC.
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Global Financial Private Capital, LLC
October 2010 - July 2013 · 2 yrs 9 mos
Brokers International Financial Services, LLC
December 2008 - August 2010 · 1 yr 8 mos
Brokers International Financial Services, LLC
July 2007 - November 2008 · 1 yr 4 mos
Galileo Financial Advisors, LLC
December 2006 - December 2014 · 8 yrs
Intersecurities, INC.
October 2006 - May 2007 · 7 mos
Oneamerica Securities, INC.
March 2004 - September 2006 · 2 yrs 6 mos
First Western Advisors
June 2003 - February 2004 · 8 mos
MML Investors Services, INC.
February 2003 - May 2003 · 3 mos
Banc One Securities Corporation
May 2001 - January 2003 · 1 yr 8 mos
State Registrations1 state
UT
Advisor

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.

Exams
No exam information available for this advisor.
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