GB

Gregory Howard Bray

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Annual Fee:$400
Hourly Rate:$125 - $600/hr

The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

7777 Bonhomme Ave., Suite 2400, Clayton, MO, 63105

Get directions
Regulatory History (2)
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Regulatory
June 2015
Final
Regulatory
August 2009
Final
Other Business ActivitiesSells Insurance

Gregory works as an insurance agent, providing insurance services and sales. This activity takes minimal time.

Employment History
Current Registrations
Smith Moore & CO.
October 2015 - Present · 10 yrs 3 mos
Smith, Moore & CO. Broker
August 2015 - Present · 10 yrs 5 mos
Previous Registrations
Alton Capital Management, INC.
May 2000 - March 2016 · 15 yrs 10 mos
Alton Securities Group INC.Broker
August 1997 - November 2015 · 18 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
December 1995 - August 1996 · 8 mos
State Registrations24 states
ARCACOCTDCFLGAILINKSMIMNMOMTOHOKORPASCTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gregory Howard Bray - Financial Advisor | AdvisorDiscover