Gregory Burd
Gregory Burd is a registered investment advisor at Keystone Investment Advisors, LLC, based in Wexford, PA, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 55 clients with $57M 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 $200K | 2.00% |
| $200K - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
10521 Perry Highway, Suite 310, Wexford, PA, 15090
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2017Judgment / Lien
April 2017Employment History
Current Registrations
Keystone Investment Advisors, LLC
Previous Registrations
Networth Investment Advisors, 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.