Eric Gregg is a registered investment advisor at Four Tree Island Advisory LLC, based in Portsmouth, NH, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $180M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally not negotiable, but FTIA may choose to negotiate fees or rebate a portion of fees charged in certain situations. In no event shall FTIA’s annual fee exceed 3% of the client’s assets under management.
Fee Estimator
Location
126 Daniel Street, Suite 120, Portsmouth, NH, 03801
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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.
Learn about disclosures →Other Business Activities
Eric serves on the advisory board of Microwave Techniques LLC and is a minority owner, dedicating a few hours per week. He also serves on the board of Portsmouth Regional Hospital and is on the governance committee of the Foundation of Seacoast Health.
Employment History
Current Registrations
Four Tree Island Advisory LLC
State Registrations1 state
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