Gregory Beardslee
Gregory Beardslee is a registered investment advisor at American Harbour Wealth Management, LLC, based in Orlando, FL, with 31 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 117 clients with $73M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
7009 Dr Phillips Blvd, Suite 260, Orlando, FL, 32819
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 2001, selling life, disability, and annuity products, but spends minimal time on investment-related activities within this role. He is also a Principal Advisor at American Harbour Wealth Management, LLC, dedicating nearly full-time hours to investment advisory services.
Employment History
Current Registrations
American Harbour Wealth Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Delta Capital Management, LLC
Delta Securities Company, LLCBroker
Investment Advisors
Proequities, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Suntrust Securities, INC.Broker
Suntrust Securities, INC.Broker
State Registrations6 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.