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Gary Stratton

4 Years of Experience
Frankfort, KY

Gary Stratton is a registered investment advisor at Vistafront Partners INC, based in Frankfort, KY, with 4 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $640K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
24 clients
Average Client Portfolio
$27K average
Assets Under Management
$642K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.25%
$50K - $250K1.10%
$250K - $500K1.00%
$500K+0.80%

Fee schedule is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

682 Teton Trail, Frankfort, KY, 40601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gary is an Associate Professor of Economics and Finance at Kentucky State University, a full-time teaching position. He also serves in various roles, including VP of Bluegrass Crypto Inc. and facilitator for Cap City Innovation Fund Inc., and registered agent/consultant for Friends of BRED Business LLC and Friends of HBCU's LLC, dedicating minimal time to each.

Employment History
Current Registrations
Vistafront Partners INC
March 2021 - Present · 5 yrs 2 mos
State Registrations2 states
KYVA
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.