Gregory Brewer is a registered investment advisor at Cornerstone Advisory, LLC, based in Greenfield, IN, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Advisory charges a percentage of your assets under management for investment management services. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The specific fee is agreed upon in your Investment Advisory Agreement. The maximum fee is 2.00% and the minimum fee is 1.00%. Fees are billed semi-annually or quarterly in advance. The firm may negotiate a lower fee or waive fees based on factors like account size or portfolio complexity.
Location
119 N Broadway Street, Suite 102, Greenfield, IN, 46140
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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.
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Gregory is a partner at Cornerstone Advisory, LLC, an investment-related RIA, dedicating about 10-20% of his time to investment advisory, supervisory, and compliance duties. He is also a McCordsville Indiana Town Council Member, spending minimal time voting on local ordinances, and manages ZMG Advisory Services LLC for tax purposes, spending minimal time paying bills.
Employment History
Current Registrations
Cornerstone Advisory, LLC
Cornerstone Financial Services, INC.Broker
Previous Registrations
Cornerstone Financial Services, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Allstate Financial Services, LLCBroker
1717 Capital Management CompanyBroker
1717 Capital Management Company
Nationwide Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.