Gregg Jensen
Gregg Jensen is a registered investment advisor at Pathway Partners Wealth Advisors, LLC, based in Amherst, NY, with 19 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 367 clients with $79M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
100 Corporate Parkway, Suite 136, Amherst, NY, 14226
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2019Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Gregg is a licensed insurance agent and owner of The Advisor Network, a web-based platform for financial professionals, dedicating a few hours per week. He is also a passive investor in Forma Cashmere, LLC, an SEC registered fund, dedicating minimal time.
Employment History
Current Registrations
Pathway Partners Wealth Advisors, LLC
Previous Registrations
Hightower Securities, LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.