Greg Jennings, LLC provides investment management services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. Gregory W. Jennings owns and operates the registered investment advisor firm. The firm evaluates clients' financial models based on investment holdings, income needs, and estate planning, and buys and sells investments on a discretionary basis without asking first. Greg Jennings uses fundamental and technical analysis to select investments, and tailors portfolios to each client's goals, income, tax levels, and risk tolerance. The firm also offers hourly financial consulting. Clients' funds are held by independent qualified custodians such as Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are calculated as a blended rate across asset tiers and paid quarterly in arrears.