Gregg Fortune
Gregg Fortune is a CFP, ChFC-designated registered investment advisor at Osaic Advisory Services, LLC, based in Oakbrook Terrace, IL, with 30 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2 Midamerica Plaza, Ste 750, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (9)
Customer Dispute
November 2020Customer Dispute
January 2015Customer Dispute
February 2011Customer Dispute
September 2010Customer Dispute
August 2010Customer Dispute
June 2010Customer Dispute
April 2010Customer Dispute
December 2009Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Gregg is a registered representative with Securities America, Inc. since 2002 and an Investment Advisor Representative with Arbor Point Advisors since 2019, dedicating nearly full-time hours to advisory and fee-related business. He also sells insurance and teaches CFP courses on a part-time basis.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Arbor Point Advisors
Cedar Brook Group
Securities America Advisors, INC.
The Professional Advisor Group, LLC
Securities America, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations20 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.