Gregory Stott is a registered investment advisor at Approach Capital LLC, based in Gilbert, AZ, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $100M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fee Estimator
Location
2975 East Robin Lane, Gilbert, AZ, 85296
Get directionsHistory
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
Gregory is a director at Toy Storage LLC, managing operations for outdoor storage facilities, and a member of Magic Closet LLC, involved in concept development for a yard game. He dedicates a few hours per week to each business.
Employment History
Current Registrations
Approach Capital LLC
Previous Registrations
Ironwood Investment Counsel, LLC
Alpha Fiduciary
Stoker Ostler Member Harris Wealth Advisors
Jpmorgan Fleming Asset Management
Banc One Securities Corporation
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.