Gregg Indovina is a registered investment advisor at Mdrn Capital, based in Mars, PA, with 21 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 569 clients with $340M 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 - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor. Certain clients may be grandfathered in at previous rates.
Fee Estimator
Location
Mars, PA
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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
Gregg is a licensed insurance agent through Golden Reserve, LLC, selling commissionable insurance and annuity products. He dedicates full-time hours to this outside business, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Golden Reserve Retirement, LLC
Rfg Advisory, LLC
Accelerated Wealth Advisors LLC
Cambridge Investment Research Advisors, INC.
PNC Investments
Merrill Lynch Pierce Fenner & Smith 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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