Gregory Hutto
Gregory Hutto is a CFA, CFP-designated registered investment advisor at Heritage Retirement Advisors, LLC, based in Colleyville, TX, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 334 clients with $280M 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 $250K | 1.92% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
Fees are negotiable. Qualified clients may be charged one-half of the standard asset management fee schedule, plus a performance-based fee of 20% of the outperformance compared to an agreed-upon index.
Fee Estimator
Location
607 Cheek Sparger Road, Suite 150, Colleyville, TX, 76034
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
August 1999Other Business ActivitiesSells Insurance
Gregory is licensed as an insurance agent in Texas. Gregory also owns Heritage Tax Advisors LLC.
Employment History
Current Registrations
Heritage Retirement Advisors, LLC
Previous Registrations
Bft Financial Group, LLC
Raymond James & Associates, INC.
UBS Financial Services INC.
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.