Gavin Gleason is a registered investment advisor at The Gleason Group, INC., based in Prospect, KY, with 24 years of industry experience. Gavin 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 1 more. Their firm serves 265 clients with $970M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fee Estimator
Location
9418 Norton Commons Boulevard, Suite 100, Prospect, KY, 40059
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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 Activities
Gavin is a trustee for the Jean M Gleason Family Trust since 2014, dedicating minimal time. This activity is investment-related, but Gavin's involvement is limited to investment management.
Employment History
Current Registrations
The Gleason Group, INC.
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations4 states
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