Gregg Lentz
Gregg Lentz is a ChFC-designated registered investment advisor at Arkadios Wealth Advisors, based in Mequon, WI, with 38 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
720 Dandelion Ln, Mequon, WI, 53092
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2019Customer Dispute
August 2012Employment Separation After Allegations
February 2008Customer Dispute
February 2005Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Gregg is an agent for Gregg S Lentz & Associates, offering fixed insurance and annuities since 1987. He dedicates a few hours per week to creating solutions for clients needing these products.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Investors Capital CORP.Broker
Investors Capital Advisory
Questar Asset Management, INC.
Questar Capital CorporationBroker
Pruco Securities, LLC.Broker
State Registrations16 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.