GC
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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
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)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2007Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
May 2020 - Present · 6 yrs 5 mos
Charles Schwab & CO., INC.Broker
May 2020 - Present · 6 yrs 5 mos
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 Registrations50 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWV
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.
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