GA
GA

Gregg Abella

27 Years of Experience
Metuchen, NJ

Gregg Abella is a registered investment advisor at Investment Partners Asset Management, based in Metuchen, NJ, with 27 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 257 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
257 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$333.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable. Fixed income accounts are charged 1.00% on any amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 Station Place, Metuchen, NJ, 08840

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregg works for Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. He dedicates nearly full-time hours to this salaried position.

Employment History
Current Registrations
Investment Partners Asset Management
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
T.R. Winston & Company, LLCBroker
March 2004 - June 2021 · 17 yrs 3 mos
Investment Partners, INC.Broker
January 1999 - April 2004 · 5 yrs 3 mos
State Registrations4 states
MANJNYTX
Advisor

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
No exam information available for this advisor.