Gregory Herr is a CFA-designated registered investment advisor at Focus Partners Wealth, LLC, based in Chicago, IL, with 1 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
10 South Wacker Drive, Suite 2600, Chicago, IL, 60606
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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.
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Gregory is a managing partner at Phaeacian Partners, LLC, a historical RIA in the process of winding down. He devotes minimal time to administrative activities, as the firm does not manage client assets.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
State Registrations1 state
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