Gregory Blake is a registered investment advisor at Tritonpoint Partners, LLC, based in Burke, VA, with 17 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 44 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for portfolio management services will not exceed 1.50%. The advisory fee is negotiable, depending on individual Client circumstances and account type.
Fee Estimator
Location
Burke, VA
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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 →Employment History
Current Registrations
Tritonpoint Partners, LLC
Tritonpoint Wealth, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Wms Partners, LLC
Convergent Wealth Advisors, LLC
Alliancebernstein L.P.
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.