Gregory Reichold is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Largo, FL, with 17 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,258 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
Annual asset management fees range from 0% to 2.20% and are negotiable. LPL sponsored advisory programs have separate fee schedules with maximum annual fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Largo, FL
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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 associated with G/R Wealth Management Group, LLC since 2014. He is also a registered investment advisor with Highpoint Advisor Group, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
David A. Noyes & Company
David A. Noyes & CompanyBroker
State Registrations15 states
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.
Exams
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