Gregory Dupont
Gregory Dupont is a CFP-designated registered investment advisor at Advocate Wealth Solutions, based in Dublin, OH, with 19 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 43 clients with $7M 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 $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable. When a Third-Party Investment Advisor (TPIA) is selected, their investment advisory fee (Platform fee) may be in addition to the fees paid to Advocate Wealth Solutions.
Fee Estimator
Location
655 Metro Place South, Suite 440, Dublin, OH, 43017
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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 ActivitiesSells Insurance
Gregory is a managing partner and attorney at law with Law Offices of DuPont And Blumenstiel, LLC, dedicating about half his time. He is also President of Wealth Solutions Network and Ohio Tax Advocates, and an independent life insurance agent with Blue Ocean Insurance, selling life insurance and annuities.
Employment History
Current Registrations
Advocate Wealth Solutions
Previous Registrations
Waddell & Reed, 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.