Brian Gray
Brian Gray is a registered investment advisor at Graylark Financial, LLC, based in Bluffton, SC, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 83 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Graylark Financial's investment advisory relationship includes both portfolio management and financial planning services. The fee is based on a percentage of the value of your investments and is billed quarterly, in advance. The annual fee will not exceed 1.50%. This fee includes Graylark's portion and any fees paid to third-party investment managers they may use.
Location
Bluffton, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Brian owns and manages Graylark Insurance Services LLC, focusing on insurance and annuity sales since April 2023. He dedicates about a quarter of his time to this business, including time during securities trading hours.
Employment History
Current Registrations
Graylark Financial, LLC
Previous Registrations
Apo Financial Services, LLC
Horter Investment Management, LLC
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.