Gregg Auerbach
Gregg Auerbach is a registered investment advisor at Meadowbrook Advisors, based in Bedminster, NJ, with 34 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 147 clients with $310M 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 - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Total blended fee, including Meadowbrook Advisors' fee and the Independent Manager's fee, will not exceed 2.50% annually.
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.