Gregory Lemieux is a registered investment advisor at LPL Financial LLC, based in Colchester, VT, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
354 Mountain View Dr Ste 303, Colchester, VT, 05446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory operates Onestá Wealth Management as a DBA for his LPL business, dedicating significantly more than full-time hours to it. He also owns Maple Ridge Ranch, a single-person operation raising cattle and producing maple sugar products, which takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations12 states
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