Gregory Auerbach
Gregory Auerbach is a registered investment advisor at Goldman Sachs & CO. LLC, based in Morristown, NJ, 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 46,268 clients with $130B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 0.50% |
Fees vary widely based on the chosen pricing model (comprehensive advisory services vs. strategy-based pricing), specific asset classes, and relationship size. Maximum standard fees for the first tier ($0-$10 million) are set out in Appendix A and are negotiable.
Fee Estimator
Location
320 Headquarters Plaza East Tower, 12th Floor, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
Regulatory
September 2012Employment History
Current Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Wealth Services, L.P.
Previous Registrations
Mercer Allied Company, L.P.Broker
State Registrations30 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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