Gregory Hadley
Gregory Hadley is a registered investment advisor at Core Capital Management and Research INC., based in Houston, TX, with 12 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 221 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Core Capital Management & Research (CCMR) charges a fee based on the value of your portfolio. The annual fee ranges from 0.10% to 3.00%, depending on the size and complexity of the account. The specific fee is negotiable. You can choose to have fees deducted quarterly, semi-annually, or annually. CCMR also charges a $75 annual fee that is negotiable.
Location
3401 Allen Parkway, Houston, TX, 77019
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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 Activities
Gregory works as an options trading instructor for Online Trading Academy since 2015. This takes about a quarter to half of his time during trading hours.
Employment History
Current Registrations
Core Capital Management and Research INC.
Previous Registrations
Belpointe Asset Management LLC
Retirement Wealth Advisors, LLC
State Registrations2 states
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.