Gregory Gavran is a registered investment advisor at Wellth Advisory Services, LLC, based in Brookfield, WI, with 26 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
17145 W. Bluemound Road Suite J 149, Brookfield, WI, 53005
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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 Activities
Gregory owns Diversified Retirement Solutions, LLC, and is a Senior Plan Consultant at Strategic Retirement Partners, LLC, dedicating nearly all of his time to the latter. He also serves as a director on the board of American Serb Hall, requiring minimal time.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
NFP Retirement
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Princor Financial Services CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.