Gregory Smarr
Gregory Smarr is a registered investment advisor at Smarr Financial Services INC., based in Atlanta, GA, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 75 clients with $46M 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 $200K | 2.00% |
| $200K - $600K | 1.50% |
| $600K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
260 Peachtree St Nw, Suite 2200, Atlanta, GA, 30303
Get directionsHistory
Regulatory History (6)
Regulatory
January 2009Regulatory
July 2008Employment Separation After Allegations
April 2007Criminal
September 2005Customer Dispute
October 2004Employment Separation After Allegations
September 2004Other Business ActivitiesSells Insurance
Gregory sells various insurance products, including GE/First Colony, life, fixed annuities, health, commercial, and auto insurance through multiple carriers. He also had a lingerie retail business that ceased operations in 2001.
Employment History
Current Registrations
Smarr Financial Services INC.
Previous Registrations
Smarr Financial Services INC.
Brecek & Young Advisors, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Wm Financial Services, INC.Broker
Lloyd, Scott & Valenti, LTD.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.