Greg Segal
Greg Segal is a registered investment advisor at Impact Capital Partners LLC, based in Greenwood Village, CO, with 22 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% based on asset level, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
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.
Exams
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