Gregory Young
Gregory Young is a ChFC-designated registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Little Rock, AR, with 19 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 680 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range between 0.50% and 1.50% annually depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
8315 Cantrell Road, Suite 200, Little Rock, AR, 72227
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Gregory is the president of Young Farms, Inc., a family farming operation, since 1990. As an absentee landowner, he spends minimal time on this activity.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Previous Registrations
Trent Capital Management, INC.
Arvest Asset Management
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.
Exams
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