Gregory Banner
Gregory Banner is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in San Diego, CA, with 38 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, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
5060 Shoreham Place, Suite 320, San Diego, CA, 92122
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Gregory is a partner at Asset Preservation Strategies Inc., where he works full-time providing investment advisory and insurance services. He also sells fixed insurance products, dedicating a few hours per week, and is a licensed real estate agent, spending minimal time on real estate deals. Gregory also works as a photographer, spending a few hours per week.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Axxcess Wealth Management, LLC
Arete Wealth Management, LLCBroker
Axxcess Wealth Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Qa3 Financial CORP.Broker
Asset Preservation Strategies, INC.
Sunamerica Securities, INC.Broker
Baraban Securities, INC.Broker
State Registrations1 state
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.