Gregory Ellis
Gregory Ellis is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Norman, OK, with 24 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
2224 36th Ave NW, Norman, OK, 73072
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2019Criminal
November 1988Other Business ActivitiesSells Insurance
Gregory owns Gregory Ellis's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half of his time to this. He also serves on the Churchill Homeowners Association committee, spending minimal time on this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
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.
Exams
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