Keith Gregor is a CFA-designated registered investment advisor at Fjell Capital, based in Phoenix, AZ, with 8 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 205 clients with $190M 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 $750K | 1.25% |
| $750K - $1.8M | 1.00% |
| $1.8M - $2.8M | 0.85% |
| $2.8M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fees are negotiable based on account size, complexity, and overall relationship. Householding is applied to combine related accounts for fee calculation.
Fee Estimator
Location
Phoenix, AZ
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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 →Other Business Activities
Keith owns Keith W. Gregor, LLC, a manufacturing company for residential lighting fixtures. This activity is not investment-related.
Employment History
Current Registrations
Fjell Capital
Previous Registrations
Mellig Group, 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.
Exams
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