Gregory Advisors offers investment advisory services, where they may use independent managers or create custom portfolios. They also provide financial planning and consulting services on a stand-alone basis, covering areas like estate planning and insurance. Gregory may also offer reporting services for assets they don't manage. Gregory does not offer a wrap fee program but may participate in unaffiliated wrap programs.
Assets Under Management$1.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable based on various factors. Some accounts are under different fee schedules honoring prior agreements. Gregory also manages some family/related accounts, and in rare cases other clients at our sole discretion, without charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...