Gregory Brown is a CFP-designated registered investment advisor at Pathway Financial Planning, based in Northville, MI, with 14 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 22 clients with $38M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Rates shown are for the Wealth Management service, which includes financial planning and tax preparation. The firm also offers an Investment Management only service with lower rates: 0.50% on the first $1M, 0.30% on the next $2M, and 0.10% above $3M. Fees are negotiable.
Fee Estimator
Contact
Gregory Brown
Location
Northville, MI
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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 an engineer at Vingarde, LLC, a company that creates products for the high-end wine market, since 2010. He dedicates a few hours per week to providing engineering support, outside of securities trading hours.
Employment History
Current Registrations
Pathway Financial Planning
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
Additional Information
It all started with a paper route.
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