Gregory Oray
Gregory Oray is a registered investment advisor at Cirrus Capital LLC, based in Bloomfield Hills, MI, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 333 clients with $170M 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 | 2.00% |
The annual management fee is negotiable up to 2.00% depending on the size and complexity of your account. Sub-advisory and retirement plan consulting services are charged at a flat 0.50% annual fee.
Fee Estimator
Location
33 Bloomfield Hills Parkway, Suite 255, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2022Customer Dispute
December 2021Other Business ActivitiesSells Insurance
Gregory is an independent licensed insurance agent selling life insurance, fixed annuities, and health insurance. This activity takes about a quarter of his time, similar to the time he spends on securities activities.
Employment History
Current Registrations
Cirrus Capital LLC
Previous Registrations
Regal Investment Advisors LLC
Corecap 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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