Gregory Mulbury is a registered investment advisor at Oak Crest Advisory, LLC, based in Rochester, NY, with 18 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 178 clients with $70M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
160 Linden Oaks, Rochester, NY, 14625
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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 →Employment History
Current Registrations
Oak Crest Advisory, LLC
Previous Registrations
Leigh Baldwin & CO., LLCBroker
LPL Financial LLCBroker
Topeka Capital Markets INC.Broker
Mkm Partners LLCBroker
Pali Capital, INC.Broker
Thinkequity Partners LLCBroker
Jefferies & Company, INC.Broker
Bear Wagner Specialists LLCBroker
Jefferies & Company, INC.Broker
First Albany CorporationBroker
State Registrations1 state
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