Gregory Walsh
Gregory Walsh is a registered investment advisor at Greenbridge Investment Management, LLC, based in Lake Oswego, OR, with 5 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 1 more. Their firm serves 18 clients with $46M 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 | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
4248 Galewood Street, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Greenbridge Investment Management, LLC
State Registrations1 state
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