Jeffrey Gritis
Jeffrey Gritis is a CFP-designated registered investment advisor at Bentley Financial Group, based in Downers Grove, IL, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 470 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bentley Financial Group charges an annual fee based on the value of your investments, ranging from 0.00% to 2.50%. This fee covers investment management services, including wrap program accounts. You'll be billed quarterly, in advance, based on the value of your account at the end of the previous quarter. If you end your agreement before the quarter is over, you'll receive a refund for the unused portion of the fee.
Location
1385 Warren Ave., Suite A, Downers Grove, IL, 60515
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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
Jeffrey works as a wealth manager assistant at Bentley Financial Group, providing insurance and investment products to clients, taking nearly full-time. He also spends about 10-20% of his time on tax preparation at Gritis & Associates, Ltd.
Employment History
Current Registrations
Bentley Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waterstone Financial Group, INC.Broker
Farmers Financial Solutions, LLCBroker
Waterstone Financial Group, INC.Broker
State Registrations12 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.