Gregory Liro is a registered investment advisor at Cookson Peirce Wealth Management, based in Greenville, SC, with 15 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 1,241 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cookson Peirce Wealth Management charges an annual fee based on the value of your investments. There are different fee schedules for equity and other asset classes.
Equity Schedule:
- 1.0% on the first $2,000,000
- 0.7% on the next $3,000,000
- 0.5% above $5,000,000
Other Asset Class Schedule:
- 0.6% on the first $1,000,000
- 0.5% on the next $1,000,000
- 0.4% above $2,000,000
Location
130 S. Main Street, Suite 500, Greenville, SC, 29601
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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 is the treasurer of the Laurel Creek Reserve Homeowners Association Board. He dedicates minimal time to this role.
Employment History
Current Registrations
Cookson Peirce Wealth Management
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
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.