Jon Greer is a registered investment advisor at Gsg Advisors LLC, based in Mt Laurel, NJ, with 23 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 135 clients with $710M 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 - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.5M | 0.70% |
| $5.5M - $8.0M | 0.50% |
| $8.0M - $10.5M | 0.30% |
| $10.5M - $15.5M | 0.25% |
| $15.5M - $20.5M | 0.15% |
| $20.5M+ | 0.10% |
Fees are negotiable and may be charged on a flat annual rate basis.
Fee Estimator
Location
307 Fellowship Road, Suite 210, Mt Laurel, NJ, 08054
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 ActivitiesSells Insurance
Jon is involved with Valens Group LLC, an independent insurance agency, and Greer, Scocca & Lau, LLC, a law firm where he is a 33% owner. He also has ownership in GSG Advisors, LLC, an RIA, and Sage Ventures LLC, a real estate investment partnership, and holds a NJ real estate license.
Employment History
Current Registrations
Gsg Advisors LLC
Previous Registrations
Hornor, Townsend & Kent, INC.
State Registrations1 state
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