Joshua Gregory
Joshua Gregory is a CFP, ChFC-designated registered investment advisor at Korhorn Financial Group, based in Edwardsburg, MI, with 24 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,241 clients with $930M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.
Fee Estimator
Location
69950 M-62, Edwardsburg, MI, 49112
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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
Joshua is a tax preparer, insurance agent, board member for Bethel College, member of KGB Realty LLC, co-owner and employee of Korhorn Financial Group, Inc., and an entrepreneur with Jungle Merchants, LLC and Mid North Easterly, LLC. He spends nearly full-time (225 hours per month) on Korhorn Financial Group, Inc., and minimal time on the other ventures.
Employment History
Current Registrations
Korhorn Financial Group
Previous Registrations
Kfg Wealth Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.