Gretchen Carr
Gretchen Carr is a CFP-designated registered investment advisor at Apollo Wealth Management, based in Wooster, OH, with 2 years of industry experience. Gretchen 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 490 clients with $22M 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 | 1.50% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 0.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
5022 Canaan Center Rd, Wooster, OH, 44691
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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
Gretchen works as a financial advisor at Star Strategies, LLC, focusing on insurance sales and services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Apollo Wealth Management
Previous Registrations
Ae Wealth Management, LLC
State Registrations2 states
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.