Gregory Sanderson
Gregory Sanderson is a registered investment advisor at Astoria Portfolio Advisors LLC, based in New York, NY, with 13 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,089 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Astoria Portfolio Advisors' fees are based on the scope of work and are generally charged as a percentage of assets under management, typically ranging from 0.15% to 0.35% annually. For clients without an RIA intermediary, fees range from 0.20% to 1.25%. Astoria also offers fixed dollar amount fees. There is a minimum fee per account of around $1,500 per year, which may be waived in certain instances. Fees are generally paid monthly or quarterly.
Location
500 7th Avenue, 9th Floor, New York, NY, 10018
Get directionsHistory
Regulatory History (1)
Criminal
December 2009Employment History
Current Registrations
Astoria Portfolio Advisors LLC
Previous Registrations
Provasi Capital Partners LPBroker
Braymen Lambert and Noel Investment Management
Braymen, Lambert and Noel Securities, LTD.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
J.p.morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Oddo Securities CorporationBroker
Credit Lyonnais Securities (USA), 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.