Gregory Money
Gregory Money is a registered investment advisor at Coastal Wealth Advisory Services, LLC, based in Lake Mary, FL, with 30 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 230 clients with $20M 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 $50K | 1.65% |
| $50K - $100K | 1.35% |
| $100K - $200K | 1.20% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
2500 W. Lake Mary Blvd, Suite 215, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2003Criminal
August 1994Other Business ActivitiesSells Insurance
Gregory is an independent life and health insurance agent, operating through his S corporation, Alexander, Money & Associates, Inc., since 2014. He dedicates about a quarter of his time to his insurance business activities, processing fixed life and fixed annuity commissions, including fixed index annuities through Compass Financial Management Group.
Employment History
Current Registrations
Coastal Wealth Advisory Services, LLC
Previous Registrations
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Brokers Financial
Brokers International Financial Services, LLC.Broker
Cfd Investments, INC.Broker
Southeast Investments, N.c., INC.Broker
Equity Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Equity Services, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
State Registrations5 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.