Gregg Ducatte
Gregg Ducatte is a registered investment advisor at Novak & Powell Financial Services, INC., based in St. Petersburg, FL, with 39 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 442 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Novak & Powell Financial Services' investment management fee is a percentage of the value of your portfolio. The minimum portfolio value is generally $500,000, but exceptions may be made. The fees are:
- $500,000 - $750,000 — 2.25% per year
- $750,001 - $1,000,000 — 1.50% per year
- $1,000,001 - $5,000,000 — 1.25% per year
- Over $5,000,000 — negotiable
Location
146 Second St N, Suite 310, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2003Customer Dispute
March 2001Judgment / Lien
November 1994Employment History
Current Registrations
Novak & Powell Financial Services, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Goldman, Sachs & CO.Broker
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.