Gregory Naylor
Gregory Naylor is a CFP-designated registered investment advisor at Naylor Asset Management, LLC, based in Bloomington, MN, with 14 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, Investment Management, Retirement Planning. Their firm serves 60 clients with $42M 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 $3.0M | 1.00% |
| $3M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3800 American Boulevard West, Suite 1500, Bloomington, MN, 55431
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
Gregory is a financial advisor with Naylor Asset Management and has various insurance appointments, dedicating about a quarter of his time to this role. He also coaches youth soccer for the Minneapolis Parks and Recreation Board, spending minimal time on this activity.
Employment History
Current Registrations
Naylor Asset Management, LLC
Previous Registrations
Woodbury Financial Services, INC.
Ameriprise Financial Services, INC.
State Registrations2 states
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.