Gregory Halvachs
Gregory Halvachs is a registered investment advisor at Acr Alpine Capital Research, LLC, based in St. Louis, MO, with 5 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,389 clients with $8.5B 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.88% |
| $50M+ | 0.75% |
A minimum of $10,000,000 of assets under management is required for this service, and the minimum fee is $100,000. Fees may be negotiable.
Fee Estimator
Location
190 Carondelet Plaza, Suite 1300, St. Louis, MO, 63105
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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 works as a Client Relations Associate doing sales and marketing support for Alpine Capital Research, LLC, an investment management firm. This activity takes Gregory nearly full-time.
Employment History
Current Registrations
Acr Alpine Capital Research, LLC
Imst Distributors, LLC
Imst Distributors, LLCBroker
State Registrations51 states
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