Gregory Clinton is a CFA-designated registered investment advisor at Kraematon Investment Advisors, INC., based in Wellesley, MA, with 28 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. Their firm serves 173 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
20 Walnut Street, Wellesley, MA, 02481
Get directionsHistory
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 dually-registered with Polaris Advisors, LLC and Kraematon Investment Advisors for transition purposes only.
Employment History
Current Registrations
Kraematon Investment Advisors, INC.
Previous Registrations
Polaris Advisors, LLC
Donegal Securities, INC.Broker
Epsilon Management Services, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Distributors CorporationBroker
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.