James Gregg
James Gregg is a registered investment advisor at Wealth Foundations Partners, LLC, based in Saint Clairsville, OH, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 313 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WFP manages investment portfolios for a fee based on the value of your portfolio. The fee also includes financial planning at no additional cost. WFP uses third-party platforms like UX Wealth Partners and Castleview Partners for sub-advisory and administrative services. The total fee, including WFP's fee and the platform fee, will not exceed 3% of your portfolio per year. The specific fee is negotiable and agreed to in writing.
Location
46425 National Rd West, Saint Clairsville, OH, 43950
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2016Other Business ActivitiesSells Insurance
James is a managing member and accountant at Gregg & Associates, LLC, a tax service, spending about a quarter of his time preparing tax returns, providing tax consulting, and bookkeeping. He also manages business operations and sells Medicare supplemental insurance plans as a managing member and insurance agent at Intouch Insurance Group, LLC, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Wealth Foundations Partners, LLC
Previous Registrations
Global View Capital Management LLC
Intouch Advisors, LLC
Questar Asset Management, INC.
State Registrations2 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.