Gregory Paine
Gregory Paine is a registered investment advisor at Capital Management Associates INC, based in Minneapolis, MN, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 932 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Management Associates offers investment management services where fees are based on a percentage of the assets they manage, ranging from 0.1% to 2% per year, or a fixed fee ranging from $250 to $10,000. They also offer a managed account program where the fee typically ranges from 0.1% to 1% of the account value, which is in addition to the third-party asset manager's fee.
Location
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory is a self-employed partner with his spouse, owning and managing a rental property since 2004, dedicating minimal time. He also co-owns a rental property with his brother and a commercial building through J&P Enterprise LLC, each requiring minimal time.
Employment History
Current Registrations
Capital Management Securities, INC.Broker
Capital Management Associates INC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.
Infinex Investments, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Edward Jones
Edward JonesBroker
State Registrations9 states
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