Gregory Will is a CFP-designated registered investment advisor at Bestgate Wealth Advisors, LLC, based in Frederick, MD, with 7 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 118 clients with $160M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are based on the amount in each bracket and are negotiable based on account size, engagement complexity, and services rendered.
Fee Estimator
Contact
Gregory Will
Location
5100 Buckeystown Pike, Ste 290, Frederick, MD, 21704
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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
Gregory is the principal of Bestgate Tax & Accounting Advisors, LLC, a public accounting firm. He also owns GSW Management, LLC, which is used for work conducted under Bestgate Tax & Accounting Advisors, LLC and Bestgate Wealth Advisors, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Bestgate Wealth Advisors, LLC
Previous Registrations
Park Avenue Securities 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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