Gregory Karis
Gregory Karis is a CFP-designated registered investment advisor at Inflection Retirement Services, based in Camarillo, CA, with 10 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 36 clients with $54M 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 | 0.65% |
| $1.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
Camarillo, CA
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2014Regulatory
December 2013Other Business ActivitiesSells Insurance
Gregory is an independent insurance agent, dedicating about 10% of his time to insurance sales. Gregory is also an owner and IAR of Inflection Retirement Services, providing pension and qualified plan advisory services, and owns Inflection Management LLC, a business management firm offering bookkeeping, accounting, and corporate management services.
Employment History
Current Registrations
Inflection Retirement Services
Inflection Advisors
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.