Gregory Petrie
Gregory Petrie is a registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477
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Regulatory History (1)
Regulatory
November 2004Other Business ActivitiesSells Insurance
Gregory earns commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also a band member and an IAR with Blackridge Asset Management, and works as a financial advisor for HERO Insurance and Planning, selling life insurance and annuities for about 10-20% of his time.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Blackridge Asset Management, LLC
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Star Capital INC.
Independent Solutions Wealth Management, LLC
Peak Brokerage Services, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Sii Investments, INC.Broker
Dean Witter Reynolds 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.