Brad Gregory is a registered investment advisor at G2 Capital Management, LLC, based in Columbus, OH, with 9 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 108 clients with $600M 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 $5.0M | 0.85% |
| $5.0M - $15.0M | 0.65% |
| $15M+ | 0.45% |
These fees apply to Investment Management Services. Wealth Management Services have a different fee schedule: First $5M: 1.00% annually, In excess of $5M and up to $15M: 0.75% annually, In excess of $15M: 0.50% annually. Family Office Advisory fees are up to 1.00% annually and may include an annual flat fee. Certain legacy Clients may have fee schedules that differ from the above. Fees may be negotiable.
Fee Estimator
Location
1600 West Lane Avenue, Suite 270, Columbus, OH, 43221
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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 →Employment History
Current Registrations
G2 Capital Management, LLC
Previous Registrations
Buckingham Capital Management, INC.
State Registrations1 state
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