Gregory Stephen Zavoyna
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm primarily works with institutional clients. The brochure lists various fee schedules for different investment strategies, such as U.S. Concentrated Equity, Classic Large Cap Value, and Global Fixed Income. These fees are calculated as a percentage of assets under management and are typically payable in arrears. Fees are subject to negotiation and may vary based on factors like long-standing relationships or anticipated client additions. Minimum initial investments are generally required to qualify for the listed separate account management fees.
Areas of Practice
Advisor Information
Office location
1735 Market Street, Suite 1800, Philadelphia, PA, 19103
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gregory is a board member of The Martin J. Smith Foundation, which provides scholarships to students with financial need. He devotes time as needed, outside of normal securities hours.