Gregory Livingston
Gregory Livingston is a registered investment advisor at Livingston & Associates, LTD., based in Wildwood, MO, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Livingston and Associates charges 2.00% annually on the balance of your accounts, or $2000 per quarter, whichever is more. The fee is calculated based on the account balance at the beginning of each quarter. The percentage is negotiable based on portfolio composition and special circumstances. Fees are paid in advance, quarterly, via direct account withdrawal. There is a minimum investment of $1,000,000 to be put on the Charles Schwab and Company, Inc. platform.
Location
Wildwood, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Livingston & Associates, LTD.
State Registrations1 state
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