Gregory Kirwan is a CFP-designated registered investment advisor at Savvy, based in North Kingstown, RI, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Location
North Kingstown, RI
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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 licensed insurance agent offering life insurance and annuities, dedicating a few hours per week. He also owns and operates GHK Transportation, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Savvy
Previous Registrations
All That Matters Financial Services LLP
The Windmill Group, INC.
The Windmill Group, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
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.