Gregory Moerchen
Gregory Moerchen is a registered investment advisor at Qbox Fiduciary Solutions, LLC, based in Fort Wayne, IN, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 314 clients with $430M 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 | 0.50% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10,000,000. There are also negotiable fees for managed portfolio models and fixed income portfolios.
Fee Estimator
Location
1020 E Dupont Road, Fort Wayne, IN, 46825
Get directionsHistory
Regulatory History (1)
Regulatory
November 2015Other Business ActivitiesSells Insurance
Gregory's firm, Fiduciary Solutions, LLC, receives insurance commissions.
Employment History
Current Registrations
Qbox Fiduciary Solutions, LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
Bkm Wealth Management Group LLC
Gregory Zent & Swanson, INC.
Gregory, Zent & Swanson INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.