Greg Boll
Greg Boll is a registered investment advisor at Leigh Baldwin & CO., LLC, based in Knoxville, TN, with 25 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 682 clients with $290M 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 | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Traditional managed account schedule shown. Fees are subject to negotiation. Alternative programs like Dollar Investment Club charge 0.95% up to $500,000 and 0.75% above $500,000. Third-party manager fees in FMAX generally range from 0.25% to 0.50%.
Fee Estimator
Location
10420 Jackson Oaks Way, Suite 101, Knoxville, TN, 37922
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
Greg sells health, life, long-term care, disability, and fixed annuities, dedicating a few hours per week to this activity. He also serves as treasurer for Cocolico Community Chapel, spending about 10-20% of his time, and is an IAR of Hershey Financial Advisors, LLC, spending nearly full-time hours actively managing client accounts.
Employment History
Current Registrations
Leigh Baldwin & CO., LLCBroker
Hershey Financial Advisers, LLC
Previous Registrations
Lancaster County Financial Group, LLC
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Washington Square Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations9 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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