Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
10 Office Park Way Ste 200, Pittsford, NY, 14534
Get directionsRegulatory History (6)
Customer Dispute
June 2021Customer Dispute
February 2015Customer Dispute
January 2003Employment Separation After Allegations
November 2002Customer Dispute
June 1998Customer Dispute
April 1998Other Business ActivitiesSells Insurance
Gregory is an advisory representative at Bright Futures Wealth Management LLC and a financial advisor/partner at Rochester Wealth Partners, dedicating about a quarter of his time to each. He also sells life and fixed annuities as an insurance agent, spending minimal time on this activity, and is president of Burnley Rise HOA.