Gregory Buwick
Gregory Buwick is a registered investment advisor at Buwick Group Wealth Management, LLC, based in Norman, OK, 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 Investment Management. Their firm serves 157 clients with $25M 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 | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
3100 S. Berry Rd., Suite 200B, Norman, OK, 73072
Get directionsHistory
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 ActivitiesSells Insurance
Gregory owns rental real estate through PB&J, LLC and Meant To Brach, LLC, spending minimal time on the latter. He is also a Managing Member/Chief Compliance Officer at Buwick Group Wealth Management LLC, dedicating nearly all of his time to this investment-related activity. Gregory also spends nearly all of his time on non-variable insurance through Buwick Benefits & Insurance Group, and another large portion of his time on accounting for commissions earned through Buwick Group.
Employment History
Current Registrations
Buwick Group Wealth Management, LLC
Previous Registrations
Buwick Group Wealth Management, LLC
Leigh Baldwin & CO., LLCBroker
Investment Counseling Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Investment Advisor Solutions, L.L.C.
Sws Financial Services
Sws Financial ServicesBroker
Rushmore Investment Advisors INC
Phillips Securities
The (wilson) Williams Financial GroupBroker
The (wilson) Williams Financial GroupBroker
Wma Securities, INC.Broker
The Advisors Group, 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.