Greg Chamberlain
Greg Chamberlain is a registered investment advisor at Cowdell Investments, LLC, based in Lehi, UT, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 336 clients with $54M 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 | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000. Discounts may be offered to select friends, IA Reps, and family.
Fee Estimator
Location
3049 North Crest Drive, Lehi, UT, 84043
Get directionsHistory
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
Greg works as an insurance wholesaler for Aptus Marketing since 2017, representing various insurance companies to insurance agents. He is also an independent insurance agent, dedicating about half of his time to these activities.
Employment History
Current Registrations
Cowdell Investments, LLC
Previous Registrations
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Proequities, INC.Broker
Jackson National Life Distributors LLCBroker
National Planning CorporationBroker
Directed 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.