Gregory Kelly is a registered investment advisor at Griffiths, Dreher & Evans, P.s., Cpas, based in Spokane, WA, with 8 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 915 clients with $310M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable or waived in some circumstances.
Fee Estimator
Location
408 N Mullan Rd, Spokane, WA, 99206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory works as a CPA practitioner at Griffiths, Dreher & Evans, PS, CPAs, dedicating full-time hours weekly, with about half their time during securities trading hours. This activity is not investment-related.
Employment History
Current Registrations
Griffiths, Dreher & Evans, P.s., Cpas
State Registrations1 state
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