Gregory Gianakis
Gregory Gianakis is a registered investment advisor at Infinity Wealth Coaching, LLC, based in Las Vegas, NV, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 26 clients with $5.6M 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 $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money also charges a 0.50% annual fee. The combined fees will not exceed 1.40% annually.
Fee Estimator
Location
5315 S Conquistador St, Las Vegas, NV, 89148
Get directionsHistory
Regulatory History (1)
Criminal
July 1995Other Business ActivitiesSells Insurance
Gregory sells insurance products through AFLAC since 2016. This activity requires minimal time.
Employment History
Current Registrations
Infinity Wealth Coaching, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.