Kevin Greig is a registered investment advisor at Greig, Kevin P, based in Eugene, OR, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kevin P. Greig does not directly manage investments. Instead, Kevin Greig recommends third-party investment advisors who manage your portfolio. You'll pay fees directly to the third-party advisor, and Kevin Greig receives 34% of that fee. The fees you pay to the third-party advisor depend on the size and complexity of your portfolio. As an example, Freestone Capital Management, a third party advisor, charges 1.25% on assets less than $2 million.
Location
Eugene, OR
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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
Kevin is involved in accounting. The filing does not provide details about the nature or time commitment of this activity.
Employment History
Current Registrations
Greig, Kevin P
Previous Registrations
Oppenheimer & CO. INC.
Cibc World Markets CORP.
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.