Gretchen Straczewski is a registered investment advisor at Tred Avon Family Wealth, LLC, based in Easton, MD, with 3 years of industry experience. Gretchen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 347 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee ranges up to 1% and is charged quarterly in advance. Fees may be structured as a flat fee or a percentage of assets.
Fee Estimator
Location
8603 Commerce Drive, Suite 7A, Easton, MD, 21601
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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
Gretchen works as a server for Hambleton House Events & Catering and as a retail associate for Wyndon Distilling, dedicating a few hours per week to both roles. These activities are not investment-related.
Employment History
Current Registrations
Tred Avon Family Wealth, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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