Gregory Locke is a registered investment advisor at Advisory Services Network, based in North Wales, PA, with 6 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
1501 Lower State Rd., Suite 302, North Wales, PA, 19454
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 Activities
Gregory is a CPA and owner of Locke & Welsh, P.C., a certified public accounting firm, since 1998. This activity takes nearly full-time, and occurs during trading hours.
Employment History
Current Registrations
Advisory Services Network
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.