Greg Reidy is a registered investment advisor at Hampshire Family Office, based in Bedford, NH, with 28 years of industry experience. Greg 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, High Net Worth, and 2 more. Their firm serves 78 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual management fee for Investment Management Services ranges up to 1.0% annually.
Fee Estimator
Location
Bedford, NH
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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
Greg is the CEO and a registered investment advisor representative at Hampshire Family Office since November 2022. This activity takes up Greg's full-time work hours.
Employment History
Current Registrations
Hampshire Family Office
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Previous Registrations
Fieldpoint Private Securities LLC
Fieldpoint Private Securities, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.