Gregory Curtis is a registered investment advisor at Greycourt & CO., INC., based in Pittsburgh, PA, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greycourt's fees are based on the services provided, the amount of assets they advise on, and the complexity of the client's situation. Fees can be structured as a percentage of assets or as a flat annual retainer. The minimum annual fee is $400,000, and the maximum asset-based fee is 0.50% per year, but both are negotiable.
Location
607 College Street, Pittsburgh, PA, 15232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greycourt & CO., INC.
State Registrations2 states
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