Gregory Financial LLC offers asset management services to clients who subscribe to ongoing financial planning services. They also provide full financial plans and consultation services on individual financial topics. Gregory Financial works with clients on an ongoing basis to develop and implement their financial plans, offering access to client-facing tools, quarterly reporting, tax planning recommendations, and more.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is charged separately
Gregory Financial only offers investment management to clients who also subscribe to their ongoing financial planning service. The annual fee for investment management is a flat $6,600, billed quarterly. To participate, clients must have a minimum of $220,000. This fee is on top of the ongoing financial planning fee.
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