Gregory Viejo
Gregory Viejo is a CFA-designated registered investment advisor at Truist Advisory Services, INC., based in Coral Gables, FL, with 26 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 129,307 clients with $77B 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 | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
201 Alhambra Cir, Fl 14, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
More Advisors
- Javier MartinezTruist Advisory Services, INC.
- Stuart Berry, CFPTruist Advisory Services, INC.
- James Heilman, CFPTruist Advisory Services, INC.
- Ignacio TejeraTruist Advisory Services, INC.
- Manuel FernandezTruist Advisory Services, INC.
- Luis Miranda, CFA, CFPTruist Advisory Services, INC.