Gregory Confair
Gregory Confair is a registered investment advisor at Sigma Financial, INC., based in Allentown, PA, with 35 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Sigma Financial charges an annual flat fee for ongoing comprehensive financial planning and consulting services. Clients receive regular meetings, consolidated financial statements, ongoing tax projections, retirement planning, and assistance with special projects or major financial decisions.
- Fees typically range from $0 to $32,000 per year depending on the complexity of the client's situation.
- For active corporate executives, the annual fee is commonly $18,000.
- For high-net-worth retirees, the annual fee is usually $15,000.
- There is no fee charged for the first year following the death of a client.
Location
5100 Tilghman Street, Suite 350, Allentown, PA, 18104-9123
Get directionsHistory
Regulatory History (1)
Regulatory
July 1995Employment History
Current Registrations
Sigma Financial, INC.
State Registrations1 state
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
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