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Gregory Fahrenkrug

2 Years of Experience
Bloomington, IL
Sells Insurance

Gregory Fahrenkrug is a registered investment advisor at Virtus Financial Group, based in Bloomington, IL, with 2 years of industry experience. Gregory 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 170 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
170 clients
Average Client Portfolio
$412K average
Assets Under Management
$70.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management

Virtus Wealth charges an annual investment advisory fee based on the value of your portfolio, up to 1.50%. This fee is negotiable. In addition, you will pay fees to the third-party asset management program they select for you, ranging from 0.10% to 0.95% annually. Your total fees, including both Virtus Wealth's fee and the third-party fee, will not exceed 2.00% annually.

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Location

807 E Washington Street, Bloomington, IL, 61071

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gregory is a licensed insurance professional operating under the name Wrezinski Advisory Group. This non-investment related activity takes about 10-20% of his time.

Employment History
Current Registrations
Virtus Financial Group
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Gregory Fahrenkrug - Financial Advisor | TrueAdvisor