Gregory Greene is a CFA-designated registered investment advisor at Dudley & Shanley, INC., based in Red Bank, NJ, with 10 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, High Net Worth, Investment Management. Their firm serves 51 clients with $750M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees are not generally negotiable, except that related accounts may be treated as a single account for purposes of qualifying for breakpoints under the above fee schedules.
Fee Estimator
Location
54 Shrewsbury Avenue, Suite C, Red Bank, NJ, 07701-1197
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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 →Employment History
Current Registrations
Dudley & Shanley, INC.
Previous Registrations
G.R. Greene & Company, LLC
State Registrations1 state
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