Gregory Lichtenstein
Gregory Lichtenstein is a CFP-designated registered investment advisor at Ethos Capital Management, INC., based in Princeton, NJ, with 4 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 151 clients with $130M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
100 Overlook Center, 2nd Floor, Princeton, NJ, 08540
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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 ActivitiesSells Insurance
Gregory is an insurance agent for Ethos Capital Advisors, LLC, dedicating about a quarter of his time to insurance sales and service. He also works as a part-time assistant lacrosse coach at Pennsbury High School, spending about a quarter of his time on this non-investment related activity.
Employment History
Current Registrations
Ethos Capital Management, INC.
State Registrations2 states
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