Gregory Ostrowski
Gregory Ostrowski is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Annapolis, MD, with 23 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
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 20% owner and investment advisor representative of Scarborough Capital Management, dedicating about half of his time to this role. He also owns a business property through Ballast Partners LLC and is involved in several volunteer positions, including board member roles and a finance council position.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Scarborough Capital Management
Previous Registrations
Independent Financial Group, LLC
Sii Investments, INC.Broker
Scarborough Capital Management, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations41 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.
Exams
More Advisors
- Jonathan Szostek, CFPIndependent Financial Group, LLC
- Joshua Goldsmith, CFPIndependent Financial Group, LLC
- Shawn Walker, CFPIndependent Financial Group, LLC
- David Sizemore, CFPIndependent Financial Group, LLC
- Ian ArrowsmithIndependent Financial Group, LLC
- Amanda Clouser, CFARcs Financial Planning, LLC