Gregory Kite
Gregory Kite is a registered investment advisor at Polley Wealth Management LLC, based in Orlando, FL, with 17 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 50 clients with $21M 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 | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Location
250 North Orange Ave, Suite 1116, Orlando, FL, 32801
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory sells various insurance products, dedicating about 10-20% of his time to this activity. He is also the President, CFO, Athletic Director, and Coach for The Gift of Learning Foundation, Inc., and a realtor for Folio Real Estate.
Employment History
Current Registrations
Polley Wealth Management LLC
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Innovation Partners LLC
Innovation Partners LLCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Global Asset Management Group
Financial Leadership Advisors, INC.
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.