Gregory Mcbride is a registered investment advisor at Madison Avenue Securities, LLC, based in Cantonment, FL, with 11 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
3155 Gateway Lane, Cantonment, FL, 32533
Get directionsGregory is involved in several outside business activities, including non-variable insurance sales, owning a salon/barber shop, chaplain ministry, outdoor event tent rentals, acting as an agent for Teladoc, sales for Legal Shield, and working as a Notary Public. He also serves as a Board Member for Fearless Community Board of Directors.
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.