Gary Brewton
Gary Brewton is a CFP-designated registered investment advisor at Titletown Wealth Management, LLC, based in Green Bay, WI, with 20 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 459 clients with $150M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
1221 Bellevue Street, Suite 102, Green Bay, WI, 54302
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2011Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Gary is an agent involved with fixed insurance, dedicating minimal time to this activity. He is also an Investment Advisor Representative at Titletown Wealth Management, spending up to a full-time commitment during trading hours.
Employment History
Current Registrations
Titletown Wealth Management, LLC
Previous Registrations
Conceptual Financial Advisors, LLC
Key Financial Group of Jacksonville, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
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.