Gregory Hubbell
Gregory Hubbell is a CFP-designated registered investment advisor at St. Bernard Financial Services, INC., based in San Mateo, CA, with 44 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 798 clients with $140M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Clients may alternatively choose a flat fee to be negotiated.
Fee Estimator
Location
1900 So. Norfolk St, Suite 350, San Mateo, CA, 94403
Get directionsHistory
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 ActivitiesSells Insurance
Gregory is the owner and in sales at G. H. Hubbell & Associates, selling life, health, disability insurance, and fixed annuities since 1978. This takes about 10-20% of his time.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.Broker
Foothill Securities, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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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