John Carey
John Carey is a registered investment advisor at Greystone Capital Partners Group LLC, based in Kansas City, MO, with 34 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 60 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greystone Capital Partners offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.05% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter.
Location
616 East 63rd Street, Suite 201, Kansas City, MO, 64110
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2016Customer Dispute
November 2009Customer Dispute
March 2003Employment History
Current Registrations
Greystone Capital Partners Group LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.