Gregory Williams
Gregory Williams is a registered investment advisor at Wellington Management Company LLP, based in Boston, MA, 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 Investment Management. Their firm serves 1,540 clients with $1300B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellington Management's fees are calculated as a percentage of the assets they manage, and are typically paid quarterly. The specific fee structure can vary depending on the investment approach, the client's circumstances, and the level of assets. Some clients may pay asset-based fees, while others pay performance-based fees, or a combination of both. In some cases, fixed fees are charged for advisory and consulting services.
Location
280 Congress Street, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a Managing Director and Business Development Manager in the Global Relationship Group at Wellington Management Company LLP (WMC), an affiliate of the firm, since December 2011. This investment-related activity takes up nearly full-time.
Employment History
Current Registrations
Wellington Management Company LLP
Wellington Funds Distributors INC.Broker
Previous Registrations
Northern Trust Securities, INC.Broker
State Registrations10 states
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