Gregory Rickert
Gregory Rickert is a registered investment advisor at Hill Country Group, based in Boerne, TX, with 26 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 413 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are negotiable. The brochure states a maximum fee of 140 basis points (1.40%).
Fee Estimator
Location
2 Spencer Road, Suite 102, Boerne, TX, 78006
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Gregory is a director for Blackfire, LLC and EDM, spending minimal time on each. He also owns Gregory M Rickert, CPA and GMR Tax Services, spending about 10-20% of his time preparing tax returns, and is a member of Hill Country Group, a marketing arm for employee benefits and insurance products, spending a few hours per week.
Employment History
Current Registrations
Hill Country Group
Previous Registrations
Calton & Associates, INC.Broker
Westpark Wealth Advisors, INC.
Ims Securities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
Gamma Capital Securities, INCBroker
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.