Gregory Foster
Gregory Foster is a registered investment advisor at Georgia Wealth Partners, LLC, based in Griffin, GA, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 493 clients with $140M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
318 S. Hill Street, Suite 200, Griffin, GA, 30224
Get directionsHistory
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 ActivitiesSells Insurance
Gregory owns rental properties and is an associate at Georgia Wealth Partners, a DBA for marketing financial services and fixed insurance products, dedicating a few hours per week to the latter. He also owns Gregory Foster, Inc. DBA Gregory Foster Photography, but devotes no time to it.
Employment History
Current Registrations
Georgia Wealth Partners, LLC
Previous Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.