Gregory Coverdale is a CFP-designated registered investment advisor at Wall St LLC, based in Wilmington, DE, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Wall St LLC charges a percentage of your portfolio's value annually. The exact percentage is negotiable and depends on the complexity of your financial situation.
The annual fee ranges are:
- $0 - $100,000: 1% - 2%
- $100,000 - $500,000: 1% - 2%
- $500,000 - $1,000,000: 1% - 2%
- Over $1,000,000: 0.85% - 1.85%
In return for this fee, clients receive a review of their financial goals, specific investment recommendations, implementation of those recommendations, and at least annual discussions about account performance, financial condition, risk tolerance, and investment objectives.
Location
Wilmington, DE
Get directionsHistory
Regulatory History (2)
Regulatory
October 2015Employment Separation After Allegations
July 2015Other Business Activities
Gregory is the CEO of a real estate LLC, dedicating a few hours per week to buying, selling, and renting real estate. He is also a Personal Financial Counselor at Zeiders Enterprises, providing financial planning advice to military servicemen, which takes a full-time commitment.
Employment History
Current Registrations
Wall St LLC
Previous Registrations
Capital One Investing, LLCBroker
Sharebuilder 401k
Indiana Merchant Banking and Brokerage CO., INC.Broker
Civitas Partners LLC
Purshe Kaplan Sterling InvestmentsBroker
Gunn, Lamar
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Morgan Stanley Dw 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.