James Gregg
James Gregg is a registered investment advisor at Wealth Foundations Partners, LLC, based in Saint Clairsville, OH, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 390 clients with $110M 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 | 1.50% |
Total annual fee is 1.50%, which includes advisory fees and third-party platform or administrative fees. Actual fees are negotiable based on account complexity and asset size.
Fee Estimator
Location
46425 National Rd West, Saint Clairsville, OH, 43950
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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.
Exams
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