Gregory Schiffli is a registered investment advisor at On Target Wealth Partners, LLC, based in Greenwood, IN, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $25M 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 $750K | 0.95% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Location
151 Water Street, Greenwood, IN, 46143
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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 Activities
Gregory works as an instructor of finance and general education classes at Harrison College since 2009. This takes about half of Gregory's time.
Employment History
Current Registrations
On Target Wealth Partners, LLC
State Registrations2 states
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