Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Wealth management fees are based on a percentage of your assets under management, billed quarterly. For example, the annual rate is 1.00% on the first $1,000,000, 0.75% on the next $1,000,000 (between $1,000,000 and $2,000,000), and 0.50% on amounts greater than $2,000,000. Fees are negotiable at the advisor's discretion. The firm generally requires a minimum account size of $100,000.
Areas of Practice
Advisor Information
Office location
20 Walnut Street, Wellesley, MA, 02481
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 Activities
Gregory is dually-registered with Polaris Advisors, LLC and Kraematon Investment Advisors for transition purposes only.