Gregory Pierce
Gregory Pierce is a registered investment advisor at Windward Wealth Strategies, INC., based in Oshkosh, WI, with 21 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, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 397 clients with $250M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
All portfolio fees are subject to negotiation depending upon total value of assets managed, asset type, and servicing requirements.
Fee Estimator
Location
2370 State Road 44, Suite A, Oshkosh, WI, 54904
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2021Customer Dispute
September 2020Financial
September 2019Other Business Activities
Gregory is the President of Fox Valley Pro Basketball, Inc., formed in 2016 to build an arena for the Wisconsin Herd G-League team. He spends about 10-20% of his time on this investment-related activity.
Employment History
Current Registrations
Windward Wealth Strategies, INC.
Previous Registrations
Windward Wealth Strategies, INC.
Reinhart Partners, INC.
Virchow Krause Wealth Management LLC
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.