Greg Segal
Greg Segal is a registered investment advisor at Impact Capital Partners LLC, based in Greenwood Village, CO, with 21 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 230 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Impact Capital offers wealth management and investment management services. The annual fee for these services will not exceed 2.00%. Fees are calculated quarterly in advance based on the value of the account(s) on the time-weighted daily average of the previous quarter. Fees are negotiable and will be deducted from client account(s). Fees charged to clients for third-party manager services shall be in addition to Impact Capital's advisory fees.
Location
8101 E Prentice Ave, Suite 1080, Greenwood Village, CO, 80111
Get directionsHistory
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
Greg helps his niece manage her finances through the Smietanka 2013 Irrevocable Life Insurance Trust, should his aunt and uncle pass away. This activity is investment-related.
Employment History
Current Registrations
Impact Capital Partners LLC
Previous Registrations
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.