Gregory Misener is a registered investment advisor at Able & Strong Advisors, INC., based in Bountiful, UT, 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 Investment Management, Retirement Planning. Their firm serves 73 clients with $45M 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 | 1.00% |
Rates vary by portfolio strategy from 0.35% to 1.00% for investment management only, and 0.50% to 1.15% when bundled with financial planning. Fees are negotiable.
Fee Estimator
Location
380 N. 200 W. #102, Bountiful, UT, 84010
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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 Activities
Gregory is the president of Able & Strong Law, Inc. (FKA Iuvo Law), a non-investment related law firm providing legal services for individuals with disabilities and their families since 2007. Gregory expects to spend about half of his time in this capacity.
Employment History
Current Registrations
Able & Strong Advisors, INC.
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.
Exams
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