Gregory Legorreta is a registered investment advisor at Loam Advisory, based in Los Angeles, CA. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | Included |
| $400K - $2.0M | 0.75% |
| $2M+ | 0.50% |
First $400,000 is a flat fee of $4,000. Minimum annual fee of $4,000 for Investment Management Services. Clients with assets under management (AUM) who meet the $4,000 minimum fee receive financial planning services at no additional cost.
Fee Estimator
Location
Los Angeles, CA
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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 →Employment History
Current Registrations
Loam Advisory
State Registrations1 state
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