N Gregg is a registered investment advisor at Core Advisory Group, based in Charlotte, NC, with 27 years of industry experience. N operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,163 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CORE Advisory Group offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.0%, but the specific rate is negotiable. CORE also offers a wrap fee program where all transaction costs are included in a single annual fee. Clients may also invest in third-party managed accounts, which may have their own fees. CORE advisors may utilize model portfolios created by CORE's Chief Investment Officer. CORE also offers CIO managed portfolio services for clients requiring more portfolio customization.
Location
5960 Fairview Rd., Ste. 104, Charlotte, NC, 28210
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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 ActivitiesSells Insurance
N. sells group benefits and personal fixed insurance products, dedicating about 30% of their time to this activity. N. also operates Fairview Strategic Partners, LLC, CORE Advisory Group, Gregg Financial, LLC, and Fairview Wealth Advisors, spending significant time on these ventures.
Employment History
Current Registrations
Core Advisory Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations1 state
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.