Gregory Adams is a registered investment advisor at Dominion Wealth Management, LLC, based in Wilmington, NC, with 12 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 124 clients with $55M 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 $250K | 1.39% |
| $250K - $500K | 1.29% |
| $500K - $1.0M | 1.19% |
| $1.0M - $2.5M | 1.09% |
| $2.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
4014 Oleander Dr., Suite 103, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory is a shareholder in Thompson Price Scott and Adams CPA Firm and TPSA Accounting, LLC, dedicating full-time hours to these roles. He is also a member of several other LLCs involved in tech support, holding company activities, commercial real estate, business valuation, and rental properties, and was a managing member of an LLC created to purchase another CPA firm.
Employment History
Current Registrations
Dominion Wealth Management, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cssc Investment Advisory Services, INC.
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
State Registrations1 state
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