Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt RD charges a negotiable annual advisory fee, with a maximum of 2.50% of assets under management, charged monthly. The fee is based on the asset value on the last day of the previous month and is charged in advance. Clients also pay annual maintenance, custodial, and termination fees charged by the custodians (National Financial Services, Fidelity, and Schwab). The minimum investment is generally $25,000, but this can be waived at Sunbelt's discretion.
Areas of Practice
Advisor Information
Office location
370 S Nolen Dr Ste 100, Southlake, TX, 76092
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is a registered representative with TFG Investment Group and is involved with Thorn Financial Group LLC for tax preparation and accounting. He also owns real estate through Thorn Properties LLC, Dragons of Southlake LLC, and Westlake Realty LLC, and sells life insurance and fixed annuities, dedicating minimal time to this.