Alex Gregory is a registered investment advisor at Better Way LLC, based in Bal Harbour, FL, with 8 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $100M 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 | 0.25% |
Fees may vary depending on the scope of the mandate, advisory responsibilities and functions. Better Way can charge performance-based fees to certain clients.
Fee Estimator
Location
10275 Collins Avenue #702, Bal Harbour, FL, 33154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Better Way LLC
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets 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.