Lynda Gregory
Lynda Gregory is a CFP-designated registered investment advisor at Boulder Canyon Financial, based in Lafayette, CO, with 25 years of industry experience. Lynda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 20 clients with $20M 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 - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are subject to negotiation. The firm charges a minimum fee of $1,250 per quarter ($5,000 annually). Accounts within the same household are aggregated for fee purposes.
Fee Estimator
Location
Lafayette, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Lynda is a co-owner and silent partner in Reefs to Rockies, a travel company that organizes sustainable travel plans for groups. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Boulder Canyon Financial
Previous Registrations
Bsw Wealth Partners
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
New England Securities Corporation
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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