Gregory Gagne
Gregory Gagne is a ChFC-designated registered investment advisor at Affinity Investment Group, LLC, based in Concord, NH, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 471 clients with $600M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on objective and subjective factors. Minimum annual fee of $3,125 applies.
Fee Estimator
Location
20 Foundry St, 2nd Floor, Concord, NH, 03301
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 is an independent insurance agent since 1992, dedicating about 10-20% of his time to this activity. He also serves as the Immediate Past President of the Executive Committee for the Million Dollar Round Table (MDRT), spending a few hours per week on this role.
Employment History
Current Registrations
Affinity Investment Group, LLC
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.
Exams
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