GL

Gregory Wallace Lebbert

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $350/hr

Portfolio management fees range from 0.25% to 2.50% annually, depending on the amount of assets managed. There is also a monthly service and reporting fee. Financial planning fees are either hourly ($100-$350) or a flat fee ($250-$5,000). Pension consulting services are also offered at an hourly rate or a percentage of plan assets. Clients are responsible for third-party fees. Fees are negotiable, but there is a minimum fee of 25 basis points per year based on assets under management which may be waived at IFSA’s sole discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Modesto, CA

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2000
Closed-No Action
Employment History
Current Registrations
Infinity Financial Services Advisory
December 2020 - Present · 5 yrs 1 mo
Infinity Financial ServicesBroker
June 2016 - Present · 9 yrs 7 mos
Previous Registrations
Infinity Financial Services
June 2016 - December 2020 · 4 yrs 6 mos
Wells Fargo Advisors, LLC Broker
January 2008 - June 2016 · 8 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - June 2016 · 8 yrs 5 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
February 1992 - January 2008 · 15 yrs 11 mos
Kemper Securities Group, INC. Broker
September 1990 - February 1992 · 1 yr 5 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
September 1989 - September 1990 · 1 yr
M.D. Advisors, INC.Broker
June 1989 - August 1989 · 2 mos
M.L. Stern & CO. INC.Broker
November 1985 - March 1989 · 3 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gregory Wallace Lebbert - Financial Advisor | AdvisorDiscover