Gregory Dexheimer is a registered investment advisor at Edelman Financial Engines, based in Harrisburg, PA, with 31 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 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
4050 Crums Mill Road, Suite 204, Harrisburg, PA, 17112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a co-owner of a Dream Vacations online travel agency franchise, organized as an LLC, since March 2024. He spends minimal time on this activity, as his wife manages the day-to-day business.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Scottrade Investment Management
Scottrade, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waterhouse Securities, INC.Broker
American Eagle Investments, INC.Broker
Thomas James Associates, INC.Broker
State Registrations2 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.