Gregory Wertz is a registered investment advisor at Strategy Asset Managers L.L.C., based in Westport, CT, with 5 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 572 clients with $740M in assets under management.
Compensation
Firm Size
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Fee Structure
Strategy Asset Managers offers Comprehensive Asset Management where they manage your investments and provide financial planning. The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable and deducted from client accounts. They also assess advisory fees on cash and cash equivalents held in client accounts.
Location
274 Riverside Ave,, Penhouse, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Strategy Asset Managers L.L.C.
State Registrations1 state
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