Gregory Quon
Gregory Quon is a registered investment advisor at Core Investment Management, LLC, based in Newport Beach, CA, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $16M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
5000 Birch St., Ste. 3000, West Tower, Newport Beach, CA, 92660-2140
Get directionsHistory
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 is an insurance agent offering fixed annuities and life insurance through Core Investments Management, LLC. This takes about 10-20% of his time, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Core Investment Management, LLC
Previous Registrations
Questar Asset Management, INC.
Wunderlich Securities, INC.
Capital Securities of America, 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.