Gregory Stell
Gregory Stell is a registered investment advisor at Apollo Wealth Management, based in Wooster, OH, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 490 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 0.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
5022 Canaan Center Rd, Wooster, OH, 44691
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2019Customer Dispute
February 2019Other Business ActivitiesSells Insurance
Gregory is a managing member of Wooster Financial Group, LLC, where he focuses on insurance sales and services, dedicating nearly full-time hours. He is also an advisor at Star Strategies, LLC, focusing on fixed indexed annuities, fixed annuities, and life insurance, taking about half of his time.
Employment History
Current Registrations
Apollo Wealth Management
Previous Registrations
Ae Wealth Management, LLC
Kosmin Wealth Management
Global Financial Private Capital, LLC
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.