GC
GC
Gregory Childress
32 Years of Experience
Westlake, TX
1 DisclosureBroker
Gregory Childress is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 32 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, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3000 Schwab Way, Westlake, TX, 76262
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2007Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
May 2020 - Present · 6 yrs
Charles Schwab & CO., INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
Charles Schwab & CO., INC.
May 2020 - May 2020 · 0 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
September 2013 - May 2020 · 6 yrs 8 mos
USAA Financial Planning Services
September 2013 - January 2018 · 4 yrs 4 mos
Amerivest Investment Management, LLC
May 2006 - April 2012 · 5 yrs 11 mos
TD Ameritrade, INC.
September 2003 - April 2012 · 8 yrs 7 mos
TD Ameritrade, INC.Broker
April 1996 - April 2012 · 16 yrs
Principal Financial Securities,inc.Broker
May 1995 - October 1995 · 5 mos
Reynolds Kendrick Stratton, INC.Broker
June 1993 - June 1994 · 1 yr
Chelsea Street Securities, INC.Broker
January 1992 - June 1993 · 1 yr 5 mos
J. W. Gant & Associates, INC.Broker
April 1991 - January 1992 · 9 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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.