Gregory Rutherford is a CFP-designated registered investment advisor at Thepartners Wealth Management, based in Carmel By the Sea, CA, with 14 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, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
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Regulatory History (1)
Criminal
December 2000Other Business Activities
Gregory is the Chief Compliance Officer and owner of Elite TAMP LLC and Cavalier Investments LLC, spending a few hours per week and about 10-20% of his time, respectively, on these roles. He is also the manager of Purple Marlin LLC and owner of Cavalier 16 INC, dedicating minimal time to these ventures.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Riskx Investments LLC
Multi-Financial Securities Corporation
Royal Alliance Associates, INC.
State Registrations1 state
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.