Greg Bitter
Greg Bitter is a registered investment advisor at Hawke Financial Group, based in St Anthony, ID, with 13 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 789 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may differ from client to client based upon investment strategies utilized, the amount of assets under management and the amount of work anticipated in servicing your account(s).
Fee Estimator
Location
St Anthony, ID
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 is an insurance agent since 2000, selling fixed life, annuities, and disability products, taking about half of his time. He is also an owner/partner in MTNTK LLC, an ATV/UTV, motorbike & snowmobile aftermarket manufacturer, dedicating about 10-20% of his time but not involved in day-to-day activities.
Employment History
Current Registrations
Hawke Financial Group
Previous Registrations
Hawke Financial Group
National Asset Management, INC.
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.