Gregory Wilson
Gregory Wilson is a registered investment advisor at G.M. Wilson, Private Wealth Management Group, based in Fishers, IN, with 23 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 29 clients with $20M 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 | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable depending on the size of the account.
Fee Estimator
Location
Fishers, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a sole proprietor of G.M. Wilson Private Wealth Management Group since 2004. He dedicates nearly full-time hours to this business, all during securities trading hours.
Employment History
Current Registrations
G.M. Wilson, Private Wealth Management Group
Previous Registrations
A. G. Edwards & Sons, INC.
State Registrations1 state
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