Gregory Meyer
Gregory Meyer is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Encino, CA, with 26 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
6345 Balboa Blvd. Building 1, Suite 100, Encino, CA, 91316
Get directionsHistory
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 ActivitiesSells Insurance
Gregory is an agent/representative for Pash International Ltd., Inc. DBA Pash and Benson, a registered investment advisor, and uses Pash and Benson and Advisor Associates as DBAs. Gregory also engages in outside insurance activities, dedicating about 10-20% of his time to it, and is an employee of Paxton Consulting Group for payroll and benefits.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Pash & Benson International LTD.
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
New England SecuritiesBroker
New England SecuritiesBroker
MML Investors Services, INC.Broker
State Registrations17 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.
Exams
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