Gregory Richard Wertz

5 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Strategy Asset Managers L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

572 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$741.5M

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

274 Riverside Ave,, Penhouse, Westport, CT, 06880

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Strategy Asset Managers L.L.C.

December 2020 - Present · 5 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.