Keith Gregor is a CFA-designated registered investment advisor at Mellig Group, LLC, based in The Woodlands, TX, 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 Financial Planning & Coaching, Investment Management. Their firm serves 103 clients with $98M 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 | 2.00% |
| $2.0M - $4.0M | 1.71% |
| $4.0M - $8.0M | 1.61% |
| $8.0M - $16.0M | 1.51% |
| $16.0M - $32.0M | 1.41% |
| $32M+ | 1.21% |
These are the maximum fees for discretionary management. Non-discretionary management fees are lower. There is a minimum monthly fee of $100.
Fee Estimator
Location
8350 Ashlane Way, The Woodlands, TX, 77382
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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
Mellig Group, LLC
State Registrations2 states
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