Gregory Brick
Gregory Brick is a ChFC-designated registered investment advisor at Regal Investment Advisors LLC, based in Kentwood, MI, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
2687 44th Street Se, Kentwood, MI, 49512
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Regulatory History (1)
Financial
July 2017Other Business ActivitiesSells Insurance
Gregory is a registered representative and investment advisor representative with Brick Wealth Management, dedicating nearly full-time hours to providing financial services and insurance. He also acts as trustee for the Brick Family Revocable Trust and owns MGM Holdings, LLC, a holding company for property, spending minimal time on each.
Employment History
Current Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Questar Capital CorporationBroker
Planmember Securities CorporationBroker
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC.Broker
Washington Square Securities, INC.Broker
State Registrations16 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.