Gregg Auerbach
Gregg Auerbach is a registered investment advisor at Meadowbrook Advisors, based in Bedminster, NJ, with 35 years of industry experience. Gregg 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, High Net Worth, and 4 more. Their firm serves 142 clients with $320M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Location
Bedminster, NJ
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2003Customer Dispute
September 2001Customer Dispute
August 2001Other Business Activities
Gregg is a member of the finance committee and board of directors for the Foundation for Child Development, overseeing their investment portfolio and organizational matters. Gregg also participated as a contestant on the reality show 'Five Guys a Week'.
Employment History
Current Registrations
Meadowbrook Advisors
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
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.
Exams
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