Gregory Adams is a ChFC-designated registered investment advisor at Fiducient Advisors LLC, based in Chicago, IL, with 16 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 1,148 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiducient Advisors offers investment management services to individuals through The Wealth Office®. Investment strategies are tailored to individual goals and objectives. Fees vary based on the scope of the engagement and the level of authority Fiducient has to make trades without asking you first. Fees are calculated as a percentage of the assets they manage. There is also a model portfolio program with a $50,000 minimum investment.
Location
500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593
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Regulatory History (1)
Customer Dispute
May 2019Other Business Activities
Gregory works as a machine operator and in shipping and receiving for New England Impregnators. This appears to be a full-time job.
Employment History
Current Registrations
Fiducient Advisors LLC
Previous Registrations
Fiduciary Investment Advisors, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
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.