Gregory Bruno is a CFP-designated registered investment advisor at M.brown Financial Advisors, based in Naperville, IL, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fee schedule is the maximum fee charged for each tier. M. Brown and its advisors will have discretion to charge less than the maximum fee rate. Clients who have been with an advisor affiliated with M. Brown for three years or more may receive a 0.10% discount.
Fee Estimator
Location
2728 Forgue Dr, Suite 100, Naperville, IL, 60564
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 a board member of a charitable organization, Kuza Project, dedicating minimal time. He is also an independent insurance agent selling fixed life insurance, spending minimal time on this activity, and refers health insurance business, receiving a percentage of commissions. Finally, Gregory is associated with M Brown & Associates, spending a few hours per week and receiving fee-based compensation.
Employment History
Current Registrations
M.brown Financial Advisors
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Greatstar
State Registrations5 states
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