Gregory King is a registered investment advisor at Johnson Wealth INC., based in Waukesha, WI, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,460 clients with $9.1B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fee schedule is blended with breakpoints. Fees are negotiable based upon the size and complexity of the engagement. Accounts converting from Johnson Bank typically retain original rates and calculation methodology.
Fee Estimator
Location
N22W23991 Ridgeview Pkwy, Waukesha, WI, 53188
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 is a full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth since August 2023. He is licensed to sell variable life/variable annuity, life, and accident and health insurance products, but is not currently employed by an insurance company or selling these products.
Employment History
Current Registrations
Johnson Wealth INC.
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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