Gregory Halvorson is a registered investment advisor at Sun Valley Advisory, based in Scottsdale, AZ. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 180 clients with $58M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fee is in addition to third-party money manager fees, which may range from 0.50% to 1.00%. Clients will not be charged more than 2.25% combined by Sun Valley Advisory and the third-party money manager. Fees are negotiable.
Fee Estimator
Location
17851 N 85th St, Suite 270, Scottsdale, AZ, 85255
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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
Sun Valley Advisory
State Registrations1 state
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