Gregory Gunther
Gregory Gunther is a registered investment advisor at The Retirement Optimization Group, LLC, based in Honolulu, HI, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
TROG refers clients to third-party money managers, such as Gradient Investments, LLC (GI). GI offers various portfolios with fees based on a percentage of assets managed. For Strategic, Tactical, Allocation & Defined Outcome Portfolios, the annual fee is 1.60% (GI charges 1.00% and TROG receives 0.60%). For Preservation Portfolios, the annual fee is 1.00% (GI charges 0.60% and TROG receives 0.40%). For Client Directed Accounts, GI charges a flat fee of $300 per year. These fees are negotiable and assessed quarterly in arrears. A $15 quarterly service fee is also charged.
Location
1888 Kalakaua Ave, Suite C312, Honolulu, HI, 96815
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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 ActivitiesSells Insurance
Gregory is a managing member and insurance agent at Island Estate Services, providing insurance services and products since 2008. This takes about half of his time, including time during trading hours, and involves insurance sales.
Employment History
Current Registrations
The Retirement Optimization Group, LLC
State Registrations6 states
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