Gregory Brown
Gregory Brown is a registered investment advisor at West Coast Capital Management, LLC, based in Gilbert, AZ, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 78 clients with $17M 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 $100K | 1.95% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. If third-party firms are used to manage accounts, the maximum annual fee third-party money firms charge ranges from 0.25% to 0.75%, for our asset management service. Asset management fees will not exceed 2.00%.
Fee Estimator
Location
1176 E Warner Rd, Suite 218, Gilbert, AZ, 85296
Get directionsHistory
Regulatory History (13)
Customer Dispute
January 2005Customer Dispute
January 2005Customer Dispute
January 2005Customer Dispute
December 2004Customer Dispute
December 2004Customer Dispute
December 2004Regulatory
June 2004Customer Dispute
June 2004Customer Dispute
January 2004Employment Separation After Allegations
July 2003Regulatory
May 2003Investigation
April 2002Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Gregory has been selling insurance products since 1987.
Employment History
Current Registrations
West Coast Capital Management, LLC
Previous Registrations
Jonathan Roberts Financial Group, INC.Broker
Estreet Securities, INC.Broker
Intersecurities, INC.Broker
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.