Gregory Straka
Gregory Straka is a registered investment advisor at Modern Capital Management, CO., based in Charleston, SC, with 25 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 17 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MCMC generally charges a yearly advisory fee between 0.25% - 2.00% of assets under management. This fee is negotiated for each client relationship based upon the complexity of the client’s situation. The fees are generally paid monthly or quarterly in advance and can be deducted from the client’s account or invoiced directly to the client.
Location
1701 Meeting Street, Charleston, SC, 29405
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Regulatory History (2)
Financial
October 2018Financial
July 2018Employment History
Current Registrations
Modern Capital Management, CO.
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Financial Clarity Partners, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.