Gregg Ducatte
Gregg Ducatte is a registered investment advisor at Novak & Powell Financial Services, INC., based in Largo, FL, with 40 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Special Needs Planning, and 1 more. Their firm serves 426 clients with $360M 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 $500K | 2.25% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees for accounts over $5,000,000 are negotiable. Minimum portfolio value is generally $500,000, but exceptions may be made at the firm's discretion.
Fee Estimator
Location
14385 Walsingham Road, Largo, FL, 33774
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.
Exams
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