Gregory Benner
Gregory Benner is a CFP, ChFC-designated registered investment advisor at Vertex Partners, based in Downers Grove, IL, with 23 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 819 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vertex Partners offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance.
Location
3000 Woodcreek Drive, Suite 100, Downers Grove, IL, 60515
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Regulatory History (1)
Employment Separation After Allegations
January 2005Other Business ActivitiesSells Insurance
Gregory is involved in several business activities, including Mises Capital Management, Ltd., Vertex Planning Partners, Lyspooner Enterprises, LLC, Pivot Property Partners, LLC, Vertex Accounting Partners, LLC, Pass Go, LLC, Vertex Partners, LLC, and Aspire Planning Group, LLC. These activities encompass investment advisory services, real estate rental, tax preparation, and serving as a business entity for tax/investment purposes; some take about a quarter of Gregory's time.
Employment History
Current Registrations
Vertex Partners
Previous Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLC
Highpoint Planning Partners
Highpoint Advisor Group, LLC
Redwood Financial Network
LPL Financial LLCBroker
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Natcity Investments, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.