Gregory Teschke

Raymond James Financial Services Advisors, INC

19 Years of Experience

Mahomet, IL

1 DisclosureBroker

Gregory Teschke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mahomet, IL, with 19 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

6724 advisors

Number of Clients

508,439 clients

Average Client Portfolio

$767K average

Assets Under Management

$390.0B

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator

Your Portfolio Value

$500K

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Estimated Annual Fee

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Location

Mahomet, IL

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

January 2023

Final

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