Gregory Top
Gregory Top is a registered investment advisor at White & Company Financial Planning, INC., based in Sunnyside, WA, with 18 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 299 clients with $130M 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% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.25% |
Fees may be negotiable in certain circumstances. WCFP waives investment advisory fees for certain immediate family members, employees, and employees' immediate family members or friends.
Fee Estimator
Location
910 Franklin Ave, Suite 3, Sunnyside, WA, 98944
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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
White & Company Financial Planning, 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.