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Greg Thornton

22 Years of Experience
Chandler, AZ
4 DisclosuresBroker

Greg Thornton is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Chandler, AZ, with 22 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2745 S. Alma School Rd., Suite 4, Chandler, AZ, 85286

Get directions

History

Regulatory History (4)
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Financial
December 2019
Final
Financial
November 2019
Final
Financial
May 2019
Final
Financial
May 2019
Final
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
January 2017 - Present · 9 yrs 9 mos
Benjamin F. Edwards & Company, INC.Broker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2016 - January 2017 · 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2017 · 9 yrs
A. G. Edwards & Sons, INC.Broker
June 2004 - January 2008 · 3 yrs 7 mos
State Registrations16 states
AZCACOFLGAIAIDILNCNVOHSCTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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