Gregory Parker is a registered investment advisor at Captrust, based in The Woodlands, TX, with 32 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
9709 Lakeside Blvd, Ste. 450, The Woodlands, TX, 77381
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Gregory is a co-owner of Heritage Springs Farm & Ranch, LLC, managing bookkeeping and annual reports for about an hour per month. He is also a member of several LLCs (Heritage Springs Capital, Hospitality, Land, Oil & Gas, Properties, Wellness, Woodlands, Investments, and Strategies), which are holding companies for private investments, but he spends no time on these.
Employment History
Current Registrations
Captrust
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Engrave Wealth Partners, LLC
Janus Distributors LLCBroker
Allianz Global Investors Managed Accounts LLC
Allianz Global Investors Distributors LLCBroker
Van Kampen Funds INC.Broker
American Capital Marketing, INC.Broker
State Registrations1 state
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.