Todd Gregory
Todd Gregory is a registered investment advisor at Ae Wealth Management, LLC, based in Springfield, MO, with 26 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
3705 E Battlefield St, Springfield, MO, 65809
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2003Other Business ActivitiesSells Insurance
Todd is the owner of The Gregory Group, LLC dba Gregory Wealth Advisory, offering wholesale purchases of physical gold and silver. He also engages in insurance sales and services, dedicating minimal time to these activities.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Kalos Capital, INC.Broker
Kalos Management
Sutterfield Financial Group, INC.
Silver Oak Securities, INC.
Silver Oak Securities, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
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.