Kevin P. Greig acts as a solicitor, recommending third-party investment advisors to clients. Kevin Greig helps clients select an advisor and monitors their performance. Kevin Greig does not manage client investments directly but receives a portion of the fees clients pay to the third-party advisors.
Assets Under ManagementN/A
Clients20
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Kevin P. Greig does not directly manage investments. Instead, Kevin Greig recommends third-party investment advisors who manage your portfolio. You'll pay fees directly to the third-party advisor, and Kevin Greig receives 34% of that fee. The fees you pay to the third-party advisor depend on the size and complexity of your portfolio. As an example, Freestone Capital Management, a third party advisor, charges 1.25% on assets less than $2 million.
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