Gregory Walthorn
Gregory Walthorn is a CFP-designated registered investment advisor at Plante Moran Financial Advisors, based in East Lansing, MI, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,917 clients with $25B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
A minimum annual fee of $5,000 applies. Fees are calculated and billed quarterly in arrears based on the average daily balance.
Fee Estimator
Location
1111 Michigan Ave, East Lansing, MI, 48823
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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 a partner in Blue Water Retreat, LLC, a real estate entity involved in residential property maintenance and management, dedicating a few hours per week. He is also a partner at Plante & Moran PLLC, spending minimal time on this role.
Employment History
Current Registrations
Plante Moran Financial Advisors
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.
Exams
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